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

BOS 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
2026
Q2 		$47.5M Sell
943,059
-10,525
-1% -$530K 11.02% 1
2026
Q1 		$48.1M Buy
953,584
+61,230
+7% +$3.09M 12.29% 1
2025
Q4 		$45M Sell
892,354
-8,052
-0.9% -$407K 12.06% 1
2025
Q3 		$45.6M Buy
900,406
+71,540
+9% +$3.62M 12.86% 1
2025
Q2 		$42M Sell
828,866
-46,803
-5% -$2.36M 13.4% 1
2025
Q1 		$44.3M Buy
875,669
+102,011
+13% +$5.15M 15.21% 1
2024
Q4 		$39M Buy
773,658
+35,324
+5% +$1.79M 13.95% 1
2024
Q3 		$37.5M Buy
738,334
+373,680
+102% +$18.9M 13.82% 1
2024
Q2 		$18.4M Buy
364,654
+107,379
+42% +$5.41M 8.49% 1
2024
Q1 		$13M Sell
257,275
-44,956
-15% -$2.27M 6.83% 2
2023
Q4 		$15.2M Sell
302,231
-14,237
-4% -$714K 10.42% 1
2023
Q3 		$15.9M Sell
316,468
-18,128
-5% -$909K 11.66% 1
2023
Q2 		$16.8M Buy
334,596
+135,188
+68% +$6.78M 13.04% 1
2023
Q1 		$10M Buy
+199,408
New +$10M 8.34% 1

Other funds holding YEAR

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BOS Asset Management's YEAR Position: Q2 2026 in Review

BOS Asset Management reduced its AB Ultra Short Income ETF (YEAR) stake by 1.1% in Q2 2026, selling an estimated $530K and leaving 943,059 shares worth $47.5M. The position accounts for 11.02% of the portfolio, ranked #1.

BOS Asset Management first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $48.1M in Q1 2026. 11 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • BOS Asset Management held 943,059 shares of AB Ultra Short Income ETF worth $47.5M as of Q2 2026.
  • BOS Asset Management sold 10,525 AB Ultra Short Income ETF shares in Q2 2026, an estimated $530K.
  • AB Ultra Short Income ETF made up 11.02% of BOS Asset Management's portfolio in Q2 2026, its #1 holding.
  • BOS Asset Management first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
  • BOS Asset Management's AB Ultra Short Income ETF position peaked at $48.1M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.