Commonwealth Equity Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Commonwealth Equity Services’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	$6.33M	Sell	125,809 -44,162	-26%	-$2.22M	0.01%	1247
2026 Q1	$8.58M	Sell	169,971 -6,669	-4%	-$337K	0.01%	978
2025 Q4	$8.92M	Sell	176,640 -4,319	-2%	-$219K	0.01%	948
2025 Q3	$9.17M	Sell	180,959 -11,453	-6%	-$579K	0.01%	963
2025 Q2	$9.75M	Sell	192,412 -30,731	-14%	-$1.55M	0.01%	926
2025 Q1	$11.3M	Buy	223,143 +44,041	+25%	+$2.22M	0.02%	798
2024 Q4	$9.02M	Buy	179,102 +13,306	+8%	+$673K	0.01%	880
2024 Q3	$8.43M	Buy	165,796 +42,457	+34%	+$2.15M	0.01%	921
2024 Q2	$6.23M	Buy	123,339 +30,025	+32%	+$1.51M	0.01%	1061
2024 Q1	$4.71M	Buy	93,314 +15,734	+20%	+$793K	0.01%	1210
2023 Q4	$3.9M	Sell	77,580 -45,676	-37%	-$2.29M	0.01%	1250
2023 Q3	$6.19M	Buy	123,256 +86,471	+235%	+$4.33M	0.01%	914
2023 Q2	$1.85M	Buy	36,785 +10,742	+41%	+$539K	﹤0.01%	1676
2023 Q1	$1.31K	Buy	26,043 +10,143	+64%	+$509K	﹤0.01%	1854
2022 Q4	$794K	Buy	+15,900	New	+$792K	﹤0.01%	2113

Other funds holding YEAR

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Commonwealth Equity Services's YEAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AB Ultra Short Income ETF (YEAR) stake by 26% in Q2 2026, selling an estimated $2.22M and leaving 125,809 shares worth $6.33M. The position accounts for 0.01% of the portfolio, ranked #1247.

Commonwealth Equity Services first reported a position in YEAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q1 2025. 38 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Commonwealth Equity Services held 125,809 shares of AB Ultra Short Income ETF worth $6.33M as of Q2 2026.
Commonwealth Equity Services sold 44,162 AB Ultra Short Income ETF shares in Q2 2026, an estimated $2.22M.
AB Ultra Short Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1247 holding.
Commonwealth Equity Services first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's AB Ultra Short Income ETF position peaked at $11.3M in Q1 2025.
38 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.