Fidelity Investments
YEAR icon

Fidelity Investments’s AB Ultra Short Income ETF YEAR Stock Holding History

Fidelity Investments’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
-428
Closed -$21.7K – 5519
2025
Q1 		$21.7K Sell
428
-1
-0.2% -$50 ﹤0.01% 4198
2024
Q4 		$21.6K Buy
429
+1
+0.2% +$51 ﹤0.01% 4174
2024
Q3 		$21.8K Buy
+428
New +$21.7K ﹤0.01% 4140
2024
Q1 		– Sell
-1
Closed -$50 – 5761
2023
Q4 		$50 Buy
+1
New +$50 ﹤0.01% 5019

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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Fidelity Investments's YEAR Position: Q2 2025 in Review

Fidelity Investments sold out of AB Ultra Short Income ETF (YEAR) in Q2 2025, closing a stake of 428 shares — an estimated $21.7K sold.

Fidelity Investments first reported a position in YEAR in Q4 2023 and held it in 4 quarters. The position peaked at $21.8K in Q3 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

  • Fidelity Investments reported no remaining AB Ultra Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fidelity Investments sold 428 AB Ultra Short Income ETF shares in Q2 2025, an estimated $21.7K.
  • Fidelity Investments first reported a position in AB Ultra Short Income ETF in Q4 2023 and held it in 4 quarters.
  • Fidelity Investments's AB Ultra Short Income ETF position peaked at $21.8K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.