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 Q2	$2.75M	Buy	54,582 +27,526	+102%	+$1.39M	0.02%	616
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Global Retirement Partners San Rafael, California $6.54B AUM

Concurrent Investment Advisors's YEAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its AB Ultra Short Income ETF (YEAR) stake by 102% in Q2 2026, buying an estimated $1.39M and bringing the position to 54,582 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #616.

Concurrent Investment Advisors first reported a position in YEAR in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Concurrent Investment Advisors held 54,582 shares of AB Ultra Short Income ETF worth $2.75M as of Q2 2026.
Concurrent Investment Advisors bought 27,526 AB Ultra Short Income ETF shares in Q2 2026, an estimated $1.39M.
AB Ultra Short Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #616 holding.
Concurrent Investment Advisors first reported a position in AB Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.