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EverSource Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

EverSource Wealth Advisors’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 		$1.05M Sell
20,782
-1,063
-5% -$53.5K 0.04% 345
2026
Q1 		$1.1M Buy
21,845
+7,974
+57% +$403K 0.03% 358
2025
Q4 		$700K Buy
+13,871
New +$702K 0.03% 430

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EverSource Wealth Advisors's YEAR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 4.9% in Q2 2026, selling an estimated $53.5K and leaving 20,782 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #345.

EverSource Wealth Advisors first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • EverSource Wealth Advisors held 20,782 shares of AB Ultra Short Income ETF worth $1.05M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,063 AB Ultra Short Income ETF shares in Q2 2026, an estimated $53.5K.
  • AB Ultra Short Income ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #345 holding.
  • EverSource Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's AB Ultra Short Income ETF position peaked at $1.1M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.