BAM
YEAR icon

Belpointe Asset Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Belpointe Asset Management’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
2025
Q3 		– Sell
-5,095
Closed -$258K – 1056
2025
Q2 		$258K Sell
5,095
-973
-16% -$49.1K 0.01% 803
2025
Q1 		$307K Buy
+6,068
New +$306K 0.02% 718
2024
Q4 		– Sell
-738
Closed -$37.5K – 957
2024
Q3 		$37.5K Buy
+738
New +$37.4K ﹤0.01% 860

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's YEAR Position: Q3 2025 in Review

Belpointe Asset Management sold out of AB Ultra Short Income ETF (YEAR) in Q3 2025, closing a stake of 5,095 shares — an estimated $258K sold.

Belpointe Asset Management first reported a position in YEAR in Q3 2024 and held it in 3 quarters. The position peaked at $307K in Q1 2025. 74 funds tracked by Wall St. Rank hold YEAR as of Q3 2025.

  • Belpointe Asset Management reported no remaining AB Ultra Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 5,095 AB Ultra Short Income ETF shares in Q3 2025, an estimated $258K.
  • Belpointe Asset Management first reported a position in AB Ultra Short Income ETF in Q3 2024 and held it in 3 quarters.
  • Belpointe Asset Management's AB Ultra Short Income ETF position peaked at $307K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.