Corient Private Wealth
YEAR icon

Corient Private Wealth’s AB Ultra Short Income ETF YEAR Stock Holding History

Corient Private Wealth’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
2025
Q1 		– Sell
-8,897
Closed -$448K – 2465
2024
Q4 		$448K Sell
8,897
-8,685
-49% -$439K ﹤0.01% 1684
2024
Q3 		$894K Buy
+17,582
New +$890K ﹤0.01% 1451

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Corient Private Wealth's YEAR Position: Q1 2025 in Review

Corient Private Wealth sold out of AB Ultra Short Income ETF (YEAR) in Q1 2025, closing a stake of 8,897 shares — an estimated $448K sold.

Corient Private Wealth first reported a position in YEAR in Q3 2024 and held it in 2 quarters. The position peaked at $894K in Q3 2024. 74 funds tracked by Wall St. Rank hold YEAR as of Q1 2025.

  • Corient Private Wealth reported no remaining AB Ultra Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 8,897 AB Ultra Short Income ETF shares in Q1 2025, an estimated $448K.
  • Corient Private Wealth first reported a position in AB Ultra Short Income ETF in Q3 2024 and held it in 2 quarters.
  • Corient Private Wealth's AB Ultra Short Income ETF position peaked at $894K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.