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
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 $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

Tortuga Wealth Management's SYFI Position: Q1 2026 in Review

Tortuga Wealth Management reduced its AB Short Duration High Yield ETF (SYFI) stake by 2.1% in Q1 2026, selling an estimated $5.33K and leaving 6,878 shares worth $244K. The position accounts for 0.23% of the portfolio, ranked #91.

Tortuga Wealth Management first reported a position in SYFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

  • Tortuga Wealth Management held 6,878 shares of AB Short Duration High Yield ETF worth $244K as of Q1 2026.
  • Tortuga Wealth Management sold 149 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $5.33K.
  • AB Short Duration High Yield ETF made up 0.23% of Tortuga Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Tortuga Wealth Management first reported a position in AB Short Duration High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's AB Short Duration High Yield ETF position peaked at $253K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.