Magnolia Capital Advisors’s AB Short Duration High Yield ETF SYFI Stock Holding History

Magnolia Capital Advisors’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	$1.39M	Sell	39,066 -6,951	-15%	-$249K	0.27%	97
2025 Q4	$1.65M	Buy	46,017 +19,459	+73%	+$699K	0.35%	76
2025 Q3	$960K	Buy	26,558 +19,324	+267%	+$695K	0.25%	108
2025 Q2	$260K	Buy	+7,234	New	+$256K	0.07%	209

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

Magnolia Capital Advisors's SYFI Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its AB Short Duration High Yield ETF (SYFI) stake by 15% in Q1 2026, selling an estimated $249K and leaving 39,066 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #97.

Magnolia Capital Advisors first reported a position in SYFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

Magnolia Capital Advisors held 39,066 shares of AB Short Duration High Yield ETF worth $1.39M as of Q1 2026.
Magnolia Capital Advisors sold 6,951 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $249K.
AB Short Duration High Yield ETF made up 0.27% of Magnolia Capital Advisors's portfolio in Q1 2026, its #97 holding.
Magnolia Capital Advisors first reported a position in AB Short Duration High Yield ETF in Q2 2025 and has held it in 4 quarters since.
Magnolia Capital Advisors's AB Short Duration High Yield ETF position peaked at $1.65M in Q4 2025.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.