Cornerstone Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Cornerstone Wealth Management’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	$365K	Sell	7,248 -656	-8%	-$33K	0.02%	555
2026 Q1	$399K	Buy	7,904 +37	+0.5%	+$1.87K	0.02%	504
2025 Q4	$397K	Buy	7,867 +2,814	+56%	+$142K	0.02%	476
2025 Q3	$256K	Sell	5,053 -5,950	-54%	-$301K	0.01%	575
2025 Q2	$557K	Sell	11,003 -92	-0.8%	-$4.65K	0.03%	369
2025 Q1	$562K	Buy	11,095 +8	+0.1%	+$404	0.04%	340
2024 Q4	$558K	Buy	11,087 +507	+5%	+$25.6K	0.04%	329
2024 Q3	$538K	Buy	10,580 +1,392	+15%	+$70.5K	0.04%	336
2024 Q2	$464K	Buy	9,188 +16	+0.2%	+$806	0.04%	345
2024 Q1	$463K	Buy	9,172 +16	+0.2%	+$807	0.04%	341
2023 Q4	$460K	Buy	+9,156	New	+$459K	0.04%	333

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 $431M AUM 27.86% 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

IWM

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

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

Cornerstone Wealth Management's YEAR Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its AB Ultra Short Income ETF (YEAR) stake by 8.3% in Q2 2026, selling an estimated $33K and leaving 7,248 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #555.

Cornerstone Wealth Management first reported a position in YEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q1 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Cornerstone Wealth Management held 7,248 shares of AB Ultra Short Income ETF worth $365K as of Q2 2026.
Cornerstone Wealth Management sold 656 AB Ultra Short Income ETF shares in Q2 2026, an estimated $33K.
AB Ultra Short Income ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #555 holding.
Cornerstone Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's AB Ultra Short Income ETF position peaked at $562K in Q1 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.