Avantax Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
12,476
+87
+0.7% +$4.39K ﹤0.01% 1451
2025
Q1
$627K Sell
12,389
-2,276
-16% -$115K ﹤0.01% 1370
2024
Q4
$738K Buy
14,665
+2,790
+23% +$141K ﹤0.01% 1207
2024
Q3
$604K Buy
11,875
+335
+3% +$17K ﹤0.01% 1288
2024
Q2
$583K Buy
11,540
+309
+3% +$15.6K ﹤0.01% 1271
2024
Q1
$567K Buy
11,231
+1,703
+18% +$85.9K 0.01% 977
2023
Q4
$479K Buy
9,528
+464
+5% +$23.3K ﹤0.01% 1006
2023
Q3
$455K Buy
9,064
+121
+1% +$6.07K 0.01% 985
2023
Q2
$449K Buy
8,943
+3,067
+52% +$154K 0.01% 986
2023
Q1
$295K Buy
+5,876
New +$295K ﹤0.01% 1163

Other funds holding YEAR

Avantax Advisory Services's YEAR Position: Q2 2025 in Review

Avantax Advisory Services increased its AB Ultra Short Income ETF (YEAR) stake by 0.7% in Q2 2025, buying an estimated $4.39K and bringing the position to 12,476 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Avantax Advisory Services first reported a position in YEAR in Q1 2023 and has held it in 10 quarters since. The position peaked at $738K in Q4 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

  • Avantax Advisory Services held 12,476 shares of AB Ultra Short Income ETF worth $632K as of Q2 2025.
  • Avantax Advisory Services bought 87 AB Ultra Short Income ETF shares in Q2 2025, an estimated $4.39K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1451 holding.
  • Avantax Advisory Services first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 10 quarters since.
  • Avantax Advisory Services's AB Ultra Short Income ETF position peaked at $738K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.