Independent Advisor Alliance’s AB Short Duration High Yield ETF SYFI Stock Holding History

Independent Advisor Alliance’s Portfolio SYFI Stock Details SYFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	+18,002	New	+$645K	0.01%	1020

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Independent Advisor Alliance opened a new position in AB Short Duration High Yield ETF (SYFI) in Q1 2026: 18,002 shares worth $639K. The stake represents 0.01% of the portfolio and ranks #1020 among its holdings.

87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

Independent Advisor Alliance held 18,002 shares of AB Short Duration High Yield ETF worth $639K as of Q1 2026.
AB Short Duration High Yield ETF was a new Independent Advisor Alliance position in Q1 2026.
AB Short Duration High Yield ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1020 holding.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

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