BOS Asset Management
YEAR icon

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
Q3 		$45.7M Sell
912,006
-31,053
-3% -$1.56M 10.67% 1
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

BOS Asset Management's YEAR Position: Q3 2026 in Review

BOS Asset Management reduced its AB Ultra Short Income ETF (YEAR) stake by 3.3% in Q3 2026, selling an estimated $1.56M and leaving 912,006 shares worth $45.7M. The position accounts for 10.67% of the portfolio, ranked #1.

BOS Asset Management first reported a position in YEAR in Q1 2023 and has held it in 15 quarters since. The position peaked at $48.1M in Q1 2026. 73 funds tracked by Wall St. Rank hold YEAR as of Q3 2026.

  • BOS Asset Management held 912,006 shares of AB Ultra Short Income ETF worth $45.7M as of Q3 2026.
  • BOS Asset Management sold 31,053 AB Ultra Short Income ETF shares in Q3 2026, an estimated $1.56M.
  • AB Ultra Short Income ETF made up 10.67% of BOS Asset Management's portfolio in Q3 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 15 quarters since.
  • BOS Asset Management's AB Ultra Short Income ETF position peaked at $48.1M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.