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 Q2	$732K	Buy	14,546 +4,817	+50%	+$242K	0.2%	119
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Alteri Wealth's YEAR Position: Q2 2026 in Review

Alteri Wealth increased its AB Ultra Short Income ETF (YEAR) stake by 50% in Q2 2026, buying an estimated $242K and bringing the position to 14,546 shares worth $732K. The position accounts for 0.2% of the portfolio, ranked #119.

Alteri Wealth first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Alteri Wealth held 14,546 shares of AB Ultra Short Income ETF worth $732K as of Q2 2026.
Alteri Wealth bought 4,817 AB Ultra Short Income ETF shares in Q2 2026, an estimated $242K.
AB Ultra Short Income ETF made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #119 holding.
Alteri Wealth first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's AB Ultra Short Income ETF position peaked at $1.21M in Q3 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.