KFP
SYFI

KMG Fiduciary Partners’s AB Short Duration High Yield ETF SYFI Stock Holding History

KMG Fiduciary Partners’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
2025
Q4 		– Sell
-35,953
Closed -$1.3M – 305
2025
Q3 		$1.3M Buy
35,953
+4,196
+13% +$151K 0.09% 170
2025
Q2 		$1.14M Buy
31,757
+3,192
+11% +$113K 0.08% 173
2025
Q1 		$1.02M Buy
28,565
+4,594
+19% +$165K 0.08% 181
2024
Q4 		$855K Buy
23,971
+4,299
+22% +$154K 0.07% 189
2024
Q3 		$707K Buy
+19,672
New +$698K 0.06% 192

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KMG Fiduciary Partners's SYFI Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of AB Short Duration High Yield ETF (SYFI) in Q4 2025, closing a stake of 35,953 shares — an estimated $1.3M sold.

KMG Fiduciary Partners first reported a position in SYFI in Q3 2024 and held it in 5 quarters. The position peaked at $1.3M in Q3 2025. 83 funds tracked by Wall St. Rank hold SYFI as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining AB Short Duration High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 35,953 AB Short Duration High Yield ETF shares in Q4 2025, an estimated $1.3M.
  • KMG Fiduciary Partners first reported a position in AB Short Duration High Yield ETF in Q3 2024 and held it in 5 quarters.
  • KMG Fiduciary Partners's AB Short Duration High Yield ETF position peaked at $1.3M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.