UBS Group
SDFI

UBS Group’s AB Short Duration Income ETF SDFI Stock Holding History

UBS Group’s Portfolio SDFI Stock Details SDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,690
Closed -$131K – 11201
2026
Q1 		$131K Buy
3,690
+3,430
+1,319% +$123K ﹤0.01% 6865
2025
Q4 		$9.31K Buy
260
+167
+180% +$5.99K ﹤0.01% 8297
2025
Q3 		$3.34K Sell
93
-1,205
-93% -$43.1K ﹤0.01% 9055
2025
Q2 		$46.7K Sell
1,298
-759
-37% -$27K ﹤0.01% 7827
2025
Q1 		$73.3K Buy
2,057
+1,239
+151% +$43.9K ﹤0.01% 7290
2024
Q4 		$28.8K Buy
818
+530
+184% +$18.8K ﹤0.01% 7634
2024
Q3 		$10.3K Buy
+288
New +$10.3K ﹤0.01% 7732

Other funds holding SDFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFG
Beto Financial Group Boise, Idaho $190M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's SDFI Position: Q2 2026 in Review

UBS Group sold out of AB Short Duration Income ETF (SDFI) in Q2 2026, closing a stake of 3,690 shares — an estimated $131K sold.

UBS Group first reported a position in SDFI in Q3 2024 and held it in 7 quarters. The position peaked at $131K in Q1 2026. 15 funds tracked by Wall St. Rank hold SDFI as of Q2 2026.

  • UBS Group reported no remaining AB Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 3,690 AB Short Duration Income ETF shares in Q2 2026, an estimated $131K.
  • UBS Group first reported a position in AB Short Duration Income ETF in Q3 2024 and held it in 7 quarters.
  • UBS Group's AB Short Duration Income ETF position peaked at $131K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.