LPL Financial’s AB Short Duration High Yield ETF SYFI Stock Holding History

LPL Financial’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	$46.4M	Buy	1,305,358 +139,035	+12%	+$4.98M	0.01%	959
2025 Q4	$41.9M	Buy	1,166,323 +20,708	+2%	+$744K	0.01%	963
2025 Q3	$41.4M	Buy	1,145,615 +383,268	+50%	+$13.8M	0.01%	936
2025 Q2	$27.4M	Buy	762,347 +108,348	+17%	+$3.83M	0.01%	1060
2025 Q1	$23.2M	Sell	653,999 -1,307,047	-67%	-$46.9M	0.01%	1062
2024 Q4	$70M	Buy	1,961,046 +55,857	+3%	+$2M	0.03%	506
2024 Q3	$68.5M	Buy	1,905,189 +30,252	+2%	+$1.07M	0.03%	499
2024 Q2	$65.8M	Buy	+1,874,937	New	+$65.8M	0.03%	479

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

AWA

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's SYFI Position: Q1 2026 in Review

LPL Financial increased its AB Short Duration High Yield ETF (SYFI) stake by 12% in Q1 2026, buying an estimated $4.98M and bringing the position to 1,305,358 shares worth $46.4M. The position accounts for 0.01% of the portfolio, ranked #959.

LPL Financial first reported a position in SYFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $70M in Q4 2024. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

LPL Financial held 1,305,358 shares of AB Short Duration High Yield ETF worth $46.4M as of Q1 2026.
LPL Financial bought 139,035 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $4.98M.
AB Short Duration High Yield ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #959 holding.
LPL Financial first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 8 quarters since.
LPL Financial's AB Short Duration High Yield ETF position peaked at $70M in Q4 2024.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.