Global Retirement Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

Global Retirement Partners’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 Q4	$3.07M	Buy	+60,750	New	+$3.07M	0.05%	320

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Global Retirement Partners's YEAR Position: Q4 2025 in Review

Global Retirement Partners opened a new position in AB Ultra Short Income ETF (YEAR) in Q4 2025: 60,750 shares worth $3.07M. The stake represents 0.05% of the portfolio and ranks #320 among its holdings.

85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

Global Retirement Partners held 60,750 shares of AB Ultra Short Income ETF worth $3.07M as of Q4 2025.
AB Ultra Short Income ETF was a new Global Retirement Partners position in Q4 2025.
AB Ultra Short Income ETF made up 0.05% of Global Retirement Partners's portfolio in Q4 2025, its #320 holding.
85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.