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
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 $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of Montreal's YEAR Position: Q1 2026 in Review

Bank of Montreal held its AB Ultra Short Income ETF (YEAR) position steady in Q1 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Bank of Montreal first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Bank of Montreal held 200 shares of AB Ultra Short Income ETF worth $10.1K as of Q1 2026.
  • Bank of Montreal left its AB Ultra Short Income ETF share count unchanged in Q1 2026.
  • AB Ultra Short Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3562 holding.
  • Bank of Montreal first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.