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ADAR1 Capital Management’s AB Ultra Short Income ETF YEAR Stock Holding History

ADAR1 Capital Management’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
2024
Q3 		– Sell
-10,000
Closed -$505K – 350
2024
Q2 		$505K Hold
10,000
– – 0.1% 98
2024
Q1 		$505K Hold
10,000
– – 0.11% 82
2023
Q4 		$503K Buy
+10,000
New +$502K 0.18% 59

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ADAR1 Capital Management's YEAR Position: Q3 2024 in Review

ADAR1 Capital Management sold out of AB Ultra Short Income ETF (YEAR) in Q3 2024, closing a stake of 10,000 shares — an estimated $505K sold.

ADAR1 Capital Management first reported a position in YEAR in Q4 2023 and held it in 3 quarters. The position peaked at $505K in Q1 2024. 67 funds tracked by Wall St. Rank hold YEAR as of Q3 2024.

  • ADAR1 Capital Management reported no remaining AB Ultra Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • ADAR1 Capital Management sold 10,000 AB Ultra Short Income ETF shares in Q3 2024, an estimated $505K.
  • ADAR1 Capital Management first reported a position in AB Ultra Short Income ETF in Q4 2023 and held it in 3 quarters.
  • ADAR1 Capital Management's AB Ultra Short Income ETF position peaked at $505K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2024.

Based on ADAR1 Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.