Envestnet Asset Management
YEAR icon

Envestnet Asset Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Envestnet Asset 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
Q1 		$8.34M Sell
165,302
-5,105
-3% -$258K ﹤0.01% 1953
2025
Q4 		$8.6M Sell
170,407
-36,203
-18% -$1.83M ﹤0.01% 1802
2025
Q3 		$10.5M Sell
206,610
-193,970
-48% -$9.81M ﹤0.01% 1735
2025
Q2 		$20.3M Buy
400,580
+201,618
+101% +$10.2M 0.01% 1252
2025
Q1 		$10.1M Sell
198,962
-144,780
-42% -$7.31M ﹤0.01% 1656
2024
Q4 		$17.3M Buy
343,742
+23,084
+7% +$1.17M 0.01% 1283
2024
Q3 		$16.3M Buy
320,658
+22,736
+8% +$1.15M 0.01% 1320
2024
Q2 		$15M Buy
297,922
+34,825
+13% +$1.75M 0.01% 1293
2024
Q1 		$13.3M Buy
263,097
+27,169
+12% +$1.37M 0.01% 1346
2023
Q4 		$11.9M Buy
235,928
+4,935
+2% +$248K ﹤0.01% 1326
2023
Q3 		$11.6M Sell
230,993
-2,874
-1% -$144K 0.01% 1278
2023
Q2 		$11.7M Buy
233,867
+208,070
+807% +$10.4M 0.01% 1204
2023
Q1 		$1.29M Buy
+25,797
New +$1.29M ﹤0.01% 2482

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 $21.8B AUM 28.57% 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 $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's YEAR Position: Q1 2026 in Review

Envestnet Asset Management reduced its AB Ultra Short Income ETF (YEAR) stake by 3% in Q1 2026, selling an estimated $258K and leaving 165,302 shares worth $8.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Envestnet Asset Management first reported a position in YEAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.3M in Q2 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Envestnet Asset Management held 165,302 shares of AB Ultra Short Income ETF worth $8.34M as of Q1 2026.
  • Envestnet Asset Management sold 5,105 AB Ultra Short Income ETF shares in Q1 2026, an estimated $258K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1953 holding.
  • Envestnet Asset Management first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Envestnet Asset Management's AB Ultra Short Income ETF position peaked at $20.3M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.