Bank of America
YEAR icon

Bank of America’s AB Ultra Short Income ETF YEAR Stock Holding History

Bank of America’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 		$18.9M Buy
374,925
+139,424
+59% +$7.02M ﹤0.01% 2531
2026
Q1 		$11.9M Buy
235,501
+182,456
+344% +$9.21M ﹤0.01% 2809
2025
Q4 		$2.68M Buy
+53,045
New +$2.68M ﹤0.01% 3836

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America's YEAR Position: Q2 2026 in Review

Bank of America increased its AB Ultra Short Income ETF (YEAR) stake by 59% in Q2 2026, buying an estimated $7.02M and bringing the position to 374,925 shares worth $18.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Bank of America first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Bank of America held 374,925 shares of AB Ultra Short Income ETF worth $18.9M as of Q2 2026.
  • Bank of America bought 139,424 AB Ultra Short Income ETF shares in Q2 2026, an estimated $7.02M.
  • AB Ultra Short Income ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2531 holding.
  • Bank of America first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.