Weaver Consulting Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Weaver Consulting Group’s Portfolio SDSI Stock Details SDSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$370K	Hold	7,316	–	–	0.07%	212
2026 Q2	$376K	Sell	7,316 -1,000	-12%	-$51.3K	0.08%	195
2026 Q1	$427K	Hold	8,316	–	–	0.1%	160
2025 Q4	$429K	Buy	8,316 +1,000	+14%	+$51.6K	0.1%	157
2025 Q3	$378K	Buy	7,316 +2,000	+38%	+$103K	0.1%	164
2025 Q2	$274K	Buy	5,316 +24	+0.5%	+$1.22K	0.08%	192
2025 Q1	$272K	Hold	5,292	–	–	0.08%	179
2024 Q4	$269K	Hold	5,292	–	–	0.08%	175
2024 Q3	$275K	Hold	5,292	–	–	0.09%	174
2024 Q2	$269K	Sell	5,292 -150	-3%	-$7.61K	0.09%	160
2024 Q1	$277K	Buy	5,442 +700	+15%	+$35.6K	0.1%	159
2023 Q4	$241K	Hold	4,742	–	–	0.1%	166
2023 Q3	$239K	Buy	4,742 +100	+2%	+$5.05K	0.11%	155
2023 Q2	$235K	Buy	+4,642	New	+$236K	0.1%	156

Other funds holding SDSI

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

IronOak Wealth Cedar Park, Texas $110M AUM

Weaver Consulting Group's SDSI Position: Q3 2026 in Review

Weaver Consulting Group held its American Century Short Duration Strategic Income ETF (SDSI) position steady in Q3 2026 at 7,316 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #212.

Weaver Consulting Group first reported a position in SDSI in Q2 2023 and has held it in 14 quarters since. The position peaked at $429K in Q4 2025. 28 funds tracked by Wall St. Rank hold SDSI as of Q3 2026.

Weaver Consulting Group held 7,316 shares of American Century Short Duration Strategic Income ETF worth $370K as of Q3 2026.
Weaver Consulting Group left its American Century Short Duration Strategic Income ETF share count unchanged in Q3 2026.
American Century Short Duration Strategic Income ETF made up 0.07% of Weaver Consulting Group's portfolio in Q3 2026, its #212 holding.
Weaver Consulting Group first reported a position in American Century Short Duration Strategic Income ETF in Q2 2023 and has held it in 14 quarters since.
Weaver Consulting Group's American Century Short Duration Strategic Income ETF position peaked at $429K in Q4 2025.
28 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.