EH
YEAR icon

Equitable Holdings’s AB Ultra Short Income ETF YEAR Stock Holding History

Equitable Holdings’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 		$1.51M Buy
29,910
+3,746
+14% +$189K 0.01% 846
2026
Q1 		$1.32M Buy
26,164
+5,875
+29% +$297K 0.01% 879
2025
Q4 		$1.02M Buy
20,289
+2,338
+13% +$118K 0.01% 851
2025
Q3 		$910K Buy
17,951
+5,357
+43% +$271K 0.01% 859
2025
Q2 		$638K Buy
12,594
+6,414
+104% +$324K 0.01% 933
2025
Q1 		$313K Buy
6,180
+753
+14% +$38K ﹤0.01% 1081
2024
Q4 		$273K Buy
+5,427
New +$274K ﹤0.01% 1075

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Equitable Holdings's YEAR Position: Q2 2026 in Review

Equitable Holdings increased its AB Ultra Short Income ETF (YEAR) stake by 14% in Q2 2026, buying an estimated $189K and bringing the position to 29,910 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #846.

Equitable Holdings first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Equitable Holdings held 29,910 shares of AB Ultra Short Income ETF worth $1.51M as of Q2 2026.
  • Equitable Holdings bought 3,746 AB Ultra Short Income ETF shares in Q2 2026, an estimated $189K.
  • AB Ultra Short Income ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #846 holding.
  • Equitable Holdings first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.