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
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 $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 $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings's YEAR Position: Q1 2026 in Review

Equitable Holdings increased its AB Ultra Short Income ETF (YEAR) stake by 29% in Q1 2026, buying an estimated $297K and bringing the position to 26,164 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #879.

Equitable Holdings first reported a position in YEAR in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Equitable Holdings held 26,164 shares of AB Ultra Short Income ETF worth $1.32M as of Q1 2026.
  • Equitable Holdings bought 5,875 AB Ultra Short Income ETF shares in Q1 2026, an estimated $297K.
  • AB Ultra Short Income ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #879 holding.
  • Equitable Holdings first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.