Golden State Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Golden State Wealth Management’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	-228	Closed	-$11.5K	–	1671
2025 Q1	$11.5K	Buy	+228	New	+$11.5K	﹤0.01%	963

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Golden State Wealth Management's YEAR Position: Q2 2025 in Review

Golden State Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q2 2025, closing a stake of 228 shares — an estimated $11.5K sold.

Golden State Wealth Management first reported a position in YEAR in Q1 2025 and held it in 1 quarter. The position peaked at $11.5K in Q1 2025. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

Golden State Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 228 AB Ultra Short Income ETF shares in Q2 2025, an estimated $11.5K.
Golden State Wealth Management first reported a position in AB Ultra Short Income ETF in Q1 2025 and held it in 1 quarter.
Golden State Wealth Management's AB Ultra Short Income ETF position peaked at $11.5K in Q1 2025.
77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.