RMR Capital Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

RMR Capital Management’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	$4.02M	Sell	113,177 -6,885	-6%	-$247K	2.9%	6
2025 Q4	$4.31M	Sell	120,062 -9,261	-7%	-$333K	3.1%	5
2025 Q3	$4.67M	Buy	129,323 +26,992	+26%	+$971K	3.26%	4
2025 Q2	$3.68M	Sell	102,331 -17,891	-15%	-$632K	2.63%	5
2025 Q1	$4.27M	Buy	120,222 +1,909	+2%	+$68.5K	3.03%	4
2024 Q4	$4.22M	Buy	118,313 +85,363	+259%	+$3.05M	3.11%	4
2024 Q3	$1.18M	Buy	32,950 +211	+0.6%	+$7.49K	0.97%	30
2024 Q2	$1.15M	Buy	+32,739	New	+$1.15M	1.05%	27

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

RMR Capital Management's SYFI Position: Q1 2026 in Review

RMR Capital Management reduced its AB Short Duration High Yield ETF (SYFI) stake by 5.7% in Q1 2026, selling an estimated $247K and leaving 113,177 shares worth $4.02M. The position accounts for 2.9% of the portfolio, ranked #6.

RMR Capital Management first reported a position in SYFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q3 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

RMR Capital Management held 113,177 shares of AB Short Duration High Yield ETF worth $4.02M as of Q1 2026.
RMR Capital Management sold 6,885 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $247K.
AB Short Duration High Yield ETF made up 2.9% of RMR Capital Management's portfolio in Q1 2026, its #6 holding.
RMR Capital Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 8 quarters since.
RMR Capital Management's AB Short Duration High Yield ETF position peaked at $4.67M in Q3 2025.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.