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

Guerra 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
2025
Q3 		$419K Sell
8,272
-3,325
-29% -$168K 0.15% 73
2025
Q2 		$587K Buy
11,597
+4,774
+70% +$241K 0.28% 58
2025
Q1 		$345K Buy
+6,823
New +$344K 0.19% 61

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guerra Advisors's YEAR Position: Q3 2025 in Review

Guerra Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 29% in Q3 2025, selling an estimated $168K and leaving 8,272 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #73.

Guerra Advisors first reported a position in YEAR in Q1 2025 and has held it in 3 quarters since. The position peaked at $587K in Q2 2025. 74 funds tracked by Wall St. Rank hold YEAR as of Q3 2025.

  • Guerra Advisors held 8,272 shares of AB Ultra Short Income ETF worth $419K as of Q3 2025.
  • Guerra Advisors sold 3,325 AB Ultra Short Income ETF shares in Q3 2025, an estimated $168K.
  • AB Ultra Short Income ETF made up 0.15% of Guerra Advisors's portfolio in Q3 2025, its #73 holding.
  • Guerra Advisors first reported a position in AB Ultra Short Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Guerra Advisors's AB Ultra Short Income ETF position peaked at $587K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.