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

Concurrent Investment 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 		$1.37M Sell
27,056
-2,968
-10% -$150K 0.01% 752
2025
Q4 		$1.52M Buy
30,024
+11,037
+58% +$558K 0.02% 668
2025
Q3 		$962K Buy
18,987
+7,520
+66% +$380K 0.02% 669
2025
Q2 		$581K Sell
11,467
-385
-3% -$19.4K 0.01% 794
2025
Q1 		$600K Buy
+11,852
New +$598K 0.01% 693

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

Concurrent Investment Advisors's YEAR Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 9.9% in Q1 2026, selling an estimated $150K and leaving 27,056 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #752.

Concurrent Investment Advisors first reported a position in YEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Concurrent Investment Advisors held 27,056 shares of AB Ultra Short Income ETF worth $1.37M as of Q1 2026.
  • Concurrent Investment Advisors sold 2,968 AB Ultra Short Income ETF shares in Q1 2026, an estimated $150K.
  • AB Ultra Short Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #752 holding.
  • Concurrent Investment Advisors first reported a position in AB Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's AB Ultra Short Income ETF position peaked at $1.52M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

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