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

Bank of Montreal’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 		$10.1K Hold
200
– – ﹤0.01% 3670
2026
Q1 		$10.1K Hold
200
– – ﹤0.01% 3562
2025
Q4 		$10K Buy
+200
New +$10.1K ﹤0.01% 3426

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
Bank of America
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

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

Bank of Montreal held its AB Ultra Short Income ETF (YEAR) position steady in Q2 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Bank of Montreal first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Bank of Montreal held 200 shares of AB Ultra Short Income ETF worth $10.1K as of Q2 2026.
  • Bank of Montreal left its AB Ultra Short Income ETF share count unchanged in Q2 2026.
  • AB Ultra Short Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3670 holding.
  • Bank of Montreal first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Bank of Montreal's AB Ultra Short Income ETF position peaked at $10.1K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.