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

Arkadios Wealth 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
2026 Q2	$632K	Sell	12,563 -2,079	-14%	-$105K	0.01%	1000
2026 Q1	$739K	Buy	+14,642	New	+$739K	0.01%	926

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

Arkadios Wealth Advisors's YEAR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 14% in Q2 2026, selling an estimated $105K and leaving 12,563 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #1000.

Arkadios Wealth Advisors first reported a position in YEAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $739K in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Arkadios Wealth Advisors held 12,563 shares of AB Ultra Short Income ETF worth $632K as of Q2 2026.
Arkadios Wealth Advisors sold 2,079 AB Ultra Short Income ETF shares in Q2 2026, an estimated $105K.
AB Ultra Short Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1000 holding.
Arkadios Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
Arkadios Wealth Advisors's AB Ultra Short Income ETF position peaked at $739K in Q1 2026.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.