AIA
YEAR icon

Accelerate Investment Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Accelerate Investment Advisors’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,772
Closed -$242K – 128
2025
Q3 		$242K Sell
4,772
-36
-0.7% -$1.82K 0.16% 99
2025
Q2 		$244K Sell
4,808
-218
-4% -$11K 0.18% 97
2025
Q1 		$254K Hold
5,026
– – 0.21% 80
2024
Q4 		$253K Sell
5,026
-13,543
-73% -$685K 0.22% 70
2024
Q3 		$944K Buy
+18,569
New +$940K 0.92% 22

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Accelerate Investment Advisors's YEAR Position: Q4 2025 in Review

Accelerate Investment Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q4 2025, closing a stake of 4,772 shares — an estimated $242K sold.

Accelerate Investment Advisors first reported a position in YEAR in Q3 2024 and held it in 5 quarters. The position peaked at $944K in Q3 2024. 85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

  • Accelerate Investment Advisors reported no remaining AB Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Accelerate Investment Advisors sold 4,772 AB Ultra Short Income ETF shares in Q4 2025, an estimated $242K.
  • Accelerate Investment Advisors first reported a position in AB Ultra Short Income ETF in Q3 2024 and held it in 5 quarters.
  • Accelerate Investment Advisors's AB Ultra Short Income ETF position peaked at $944K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on Accelerate Investment Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.