Commonwealth Equity Services
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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 		$1.31M 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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

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. 92 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.
  • 92 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.