Envestnet Portfolio Solutions
YEAR icon

Envestnet Portfolio Solutions’s AB Ultra Short Income ETF YEAR Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-16,028
Closed -$812K – 1561
2025
Q3 		$812K Buy
16,028
+830
+5% +$42K ﹤0.01% 817
2025
Q2 		$770K Buy
15,198
+327
+2% +$16.5K ﹤0.01% 901
2025
Q1 		$753K Buy
14,871
+6
+0% +$303 ﹤0.01% 889
2024
Q4 		$748K Buy
14,865
+1,208
+9% +$61.1K ﹤0.01% 1049
2024
Q3 		$694K Buy
13,657
+116
+0.9% +$5.87K ﹤0.01% 1045
2024
Q2 		$684K Buy
13,541
+980
+8% +$49.4K ﹤0.01% 1000
2024
Q1 		$635K Buy
+12,561
New +$633K ﹤0.01% 1013

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Portfolio Solutions's YEAR Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of AB Ultra Short Income ETF (YEAR) in Q4 2025, closing a stake of 16,028 shares — an estimated $812K sold.

Envestnet Portfolio Solutions first reported a position in YEAR in Q1 2024 and held it in 7 quarters. The position peaked at $812K in Q3 2025. 85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining AB Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,028 AB Ultra Short Income ETF shares in Q4 2025, an estimated $812K.
  • Envestnet Portfolio Solutions first reported a position in AB Ultra Short Income ETF in Q1 2024 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's AB Ultra Short Income ETF position peaked at $812K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.