HB Wealth Management
YEAR icon

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

HB 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
2024
Q3 		– Sell
-10,599
Closed -$535K – 1024
2024
Q2 		$535K Buy
+10,599
New +$534K 0.01% 529

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HB Wealth Management's YEAR Position: Q3 2024 in Review

HB Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q3 2024, closing a stake of 10,599 shares — an estimated $535K sold.

HB Wealth Management first reported a position in YEAR in Q2 2024 and held it in 1 quarter. The position peaked at $535K in Q2 2024. 67 funds tracked by Wall St. Rank hold YEAR as of Q3 2024.

  • HB Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 10,599 AB Ultra Short Income ETF shares in Q3 2024, an estimated $535K.
  • HB Wealth Management first reported a position in AB Ultra Short Income ETF in Q2 2024 and held it in 1 quarter.
  • HB Wealth Management's AB Ultra Short Income ETF position peaked at $535K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.