FHA
YEAR icon

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

Flagship Harbor 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 		$2.2M Sell
43,643
-4,855
-10% -$244K 0.08% 209
2026
Q1 		$2.45M Buy
48,498
+122
+0.3% +$6.16K 0.11% 174
2025
Q4 		$2.44M Buy
48,376
+52
+0.1% +$2.63K 0.12% 168
2025
Q3 		$2.45M Sell
48,324
-27,422
-36% -$1.39M 0.11% 172
2025
Q2 		$3.84M Sell
75,746
-4,553
-6% -$230K 0.18% 126
2025
Q1 		$4.06M Sell
80,299
-20,270
-20% -$1.02M 0.21% 102
2024
Q4 		$5.06M Buy
100,569
+9,994
+11% +$505K 0.27% 75
2024
Q3 		$4.61M Buy
90,575
+40,157
+80% +$2.03M 0.25% 89
2024
Q2 		$2.55M Sell
50,418
-7,243
-13% -$365K 0.15% 138
2024
Q1 		$2.91M Sell
57,661
-6,684
-10% -$337K 0.19% 119
2023
Q4 		$3.24M Buy
64,345
+22,796
+55% +$1.14M 0.24% 98
2023
Q3 		$2.09M Buy
41,549
+1,382
+3% +$69.3K 0.17% 124
2023
Q2 		$2.02M Buy
40,167
+13,354
+50% +$670K 0.17% 132
2023
Q1 		$1.35M Buy
+26,813
New +$1.34M 0.13% 176

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
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Flagship Harbor Advisors's YEAR Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 10% in Q2 2026, selling an estimated $244K and leaving 43,643 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #209.

Flagship Harbor Advisors first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.06M in Q4 2024. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Flagship Harbor Advisors held 43,643 shares of AB Ultra Short Income ETF worth $2.2M as of Q2 2026.
  • Flagship Harbor Advisors sold 4,855 AB Ultra Short Income ETF shares in Q2 2026, an estimated $244K.
  • AB Ultra Short Income ETF made up 0.08% of Flagship Harbor Advisors's portfolio in Q2 2026, its #209 holding.
  • Flagship Harbor Advisors first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Flagship Harbor Advisors's AB Ultra Short Income ETF position peaked at $5.06M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.