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Alteri Wealth’s AB Ultra Short Income ETF YEAR Stock Holding History

Alteri Wealth’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
2026
Q1 		$491K Sell
9,729
-2,680
-22% -$135K 0.16% 162
2025
Q4 		$626K Sell
12,409
-11,493
-48% -$582K 0.2% 122
2025
Q3 		$1.21M Buy
23,902
+4,028
+20% +$204K 0.42% 53
2025
Q2 		$1.01M Buy
19,874
+14,918
+301% +$754K 0.39% 62
2025
Q1 		$251K Sell
4,956
-2,130
-30% -$108K 0.11% 212
2024
Q4 		$357K Buy
+7,086
New +$358K 0.1% 165

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
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 $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Alteri Wealth's YEAR Position: Q1 2026 in Review

Alteri Wealth reduced its AB Ultra Short Income ETF (YEAR) stake by 22% in Q1 2026, selling an estimated $135K and leaving 9,729 shares worth $491K. The position accounts for 0.16% of the portfolio, ranked #162.

Alteri Wealth first reported a position in YEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Alteri Wealth held 9,729 shares of AB Ultra Short Income ETF worth $491K as of Q1 2026.
  • Alteri Wealth sold 2,680 AB Ultra Short Income ETF shares in Q1 2026, an estimated $135K.
  • AB Ultra Short Income ETF made up 0.16% of Alteri Wealth's portfolio in Q1 2026, its #162 holding.
  • Alteri Wealth first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's AB Ultra Short Income ETF position peaked at $1.21M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.