IAA
HYFI icon

Independent Advisor Alliance’s AB High Yield ETF HYFI Stock Holding History

Independent Advisor Alliance’s Portfolio HYFI Stock Details HYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$952K Buy
+25,608
New +$961K 0.01% 853
2025
Q1 		– Sell
-13,619
Closed -$502K – 1050
2024
Q4 		$502K Buy
+13,619
New +$507K 0.01% 960

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Independent Advisor Alliance's HYFI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in AB High Yield ETF (HYFI) in Q1 2026: 25,608 shares worth $952K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in HYFI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in HYFI in Q4 2024 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Independent Advisor Alliance held 25,608 shares of AB High Yield ETF worth $952K as of Q1 2026.
  • AB High Yield ETF was a new Independent Advisor Alliance position in Q1 2026.
  • AB High Yield ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #853 holding.
  • Independent Advisor Alliance first reported a position in AB High Yield ETF in Q4 2024 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.