RF
SYFI

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

Roxbury 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 		– Sell
-378
Closed -$13.6K – 410
2025
Q4 		$13.6K Buy
378
+6
+2% +$215 0.01% 283
2025
Q3 		$13.4K Buy
+372
New +$13.4K 0.01% 273

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Roxbury Financial's SYFI Position: Q1 2026 in Review

Roxbury Financial sold out of AB Short Duration High Yield ETF (SYFI) in Q1 2026, closing a stake of 378 shares — an estimated $13.6K sold.

Roxbury Financial first reported a position in SYFI in Q3 2025 and held it in 2 quarters. The position peaked at $13.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

  • Roxbury Financial reported no remaining AB Short Duration High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Roxbury Financial sold 378 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $13.6K.
  • Roxbury Financial first reported a position in AB Short Duration High Yield ETF in Q3 2025 and held it in 2 quarters.
  • Roxbury Financial's AB Short Duration High Yield ETF position peaked at $13.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Roxbury Financial's 13F filing for Q1 2026, filed 17 Apr 2026.