Integrated Wealth Concepts
SYFI icon

Integrated Wealth Concepts’s AB Short Duration High Yield ETF SYFI Stock Holding History

Integrated Wealth Concepts’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 		$751K Sell
21,019
-2,448
-10% -$87.4K ﹤0.01% 1401
2026
Q1 		$834K Buy
+23,467
New +$840K 0.01% 1222

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 $573M AUM 5.65% 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
NewEdge Advisors
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

Integrated Wealth Concepts's SYFI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its AB Short Duration High Yield ETF (SYFI) stake by 10% in Q2 2026, selling an estimated $87.4K and leaving 21,019 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Integrated Wealth Concepts first reported a position in SYFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $834K in Q1 2026. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Integrated Wealth Concepts held 21,019 shares of AB Short Duration High Yield ETF worth $751K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,448 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $87.4K.
  • AB Short Duration High Yield ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1401 holding.
  • Integrated Wealth Concepts first reported a position in AB Short Duration High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's AB Short Duration High Yield ETF position peaked at $834K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.