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Claro Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Claro Advisors’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 		$379K Sell
7,504
-1,399
-16% -$70.7K 0.05% 310
2025
Q4 		$449K Buy
8,903
+3,488
+64% +$176K 0.06% 246
2025
Q3 		$274K Buy
5,415
+611
+13% +$30.9K 0.04% 332
2025
Q2 		$243K Buy
+4,804
New +$243K 0.04% 328

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 $21.3B AUM 22.13% 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 $74.2B AUM 21.09% 1-Year Est. Return

Claro Advisors's YEAR Position: Q1 2026 in Review

Claro Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 16% in Q1 2026, selling an estimated $70.7K and leaving 7,504 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #310.

Claro Advisors first reported a position in YEAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $449K in Q4 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Claro Advisors held 7,504 shares of AB Ultra Short Income ETF worth $379K as of Q1 2026.
  • Claro Advisors sold 1,399 AB Ultra Short Income ETF shares in Q1 2026, an estimated $70.7K.
  • AB Ultra Short Income ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #310 holding.
  • Claro Advisors first reported a position in AB Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Claro Advisors's AB Ultra Short Income ETF position peaked at $449K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.