IAA
SYFI

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
Q2 		– Sell
-18,002
Closed -$639K – 1658
2026
Q1 		$639K Buy
+18,002
New +$645K 0.01% 1020

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Advisor Alliance's SYFI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of AB Short Duration High Yield ETF (SYFI) in Q2 2026, closing a stake of 18,002 shares — an estimated $639K sold.

Independent Advisor Alliance first reported a position in SYFI in Q1 2026 and held it in 1 quarter. The position peaked at $639K in Q1 2026. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining AB Short Duration High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,002 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $639K.
  • Independent Advisor Alliance first reported a position in AB Short Duration High Yield ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's AB Short Duration High Yield ETF position peaked at $639K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.