GRP
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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
2026
Q2 		$13.7M Buy
+271,547
New +$13.7M 0.21% 94
2025
Q4 		$3.07M Buy
+60,750
New +$3.07M 0.05% 320

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BAM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Retirement Partners's YEAR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AB Ultra Short Income ETF (YEAR) in Q2 2026: 271,547 shares worth $13.7M. The stake represents 0.21% of the portfolio and ranks #94 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in YEAR as recently as Q4 2025.

Global Retirement Partners first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Global Retirement Partners held 271,547 shares of AB Ultra Short Income ETF worth $13.7M as of Q2 2026.
  • AB Ultra Short Income ETF was a new Global Retirement Partners position in Q2 2026.
  • AB Ultra Short Income ETF made up 0.21% of Global Retirement Partners's portfolio in Q2 2026, its #94 holding.
  • Global Retirement Partners first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.