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

Fermata 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
2025
Q2 		– Sell
-6,395
Closed -$324K – 298
2025
Q1 		$324K Sell
6,395
-2,237
-26% -$113K 0.06% 211
2024
Q4 		$435K Sell
8,632
-3,743
-30% -$189K 0.08% 156
2024
Q3 		$629K Sell
12,375
-278,804
-96% -$14.1M 0.13% 105
2024
Q2 		$14.7M Buy
+291,179
New +$14.7M 3.38% 6

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Fermata Advisors's YEAR Position: Q2 2025 in Review

Fermata Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q2 2025, closing a stake of 6,395 shares — an estimated $324K sold.

Fermata Advisors first reported a position in YEAR in Q2 2024 and held it in 4 quarters. The position peaked at $14.7M in Q2 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

  • Fermata Advisors reported no remaining AB Ultra Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 6,395 AB Ultra Short Income ETF shares in Q2 2025, an estimated $324K.
  • Fermata Advisors first reported a position in AB Ultra Short Income ETF in Q2 2024 and held it in 4 quarters.
  • Fermata Advisors's AB Ultra Short Income ETF position peaked at $14.7M in Q2 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.