VR
SYFI

Vision Retirement’s AB Short Duration High Yield ETF SYFI Stock Holding History

Vision Retirement’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
-59
Closed -$2.12K – 691
2025
Q4 		$2.12K Buy
+59
New +$2.12K ﹤0.01% 539

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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 $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

Vision Retirement's SYFI Position: Q1 2026 in Review

Vision Retirement sold out of AB Short Duration High Yield ETF (SYFI) in Q1 2026, closing a stake of 59 shares — an estimated $2.12K sold.

Vision Retirement first reported a position in SYFI in Q4 2025 and held it in 1 quarter. The position peaked at $2.12K in Q4 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

  • Vision Retirement reported no remaining AB Short Duration High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 59 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $2.12K.
  • Vision Retirement first reported a position in AB Short Duration High Yield ETF in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's AB Short Duration High Yield ETF position peaked at $2.12K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.