TWM
SYFI

Tortuga Wealth Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

Tortuga Wealth 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
Q2 		$321K Buy
8,994
+2,116
+31% +$75.6K 0.24% 100
2026
Q1 		$244K Sell
6,878
-149
-2% -$5.33K 0.23% 91
2025
Q4 		$253K Buy
+7,027
New +$252K 0.27% 75

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tortuga Wealth Management's SYFI Position: Q2 2026 in Review

Tortuga Wealth Management increased its AB Short Duration High Yield ETF (SYFI) stake by 31% in Q2 2026, buying an estimated $75.6K and bringing the position to 8,994 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #100.

Tortuga Wealth Management first reported a position in SYFI in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Tortuga Wealth Management held 8,994 shares of AB Short Duration High Yield ETF worth $321K as of Q2 2026.
  • Tortuga Wealth Management bought 2,116 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $75.6K.
  • AB Short Duration High Yield ETF made up 0.24% of Tortuga Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Tortuga Wealth Management first reported a position in AB Short Duration High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.