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

Horizon 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
2026 Q2	$1.57M	Buy	31,250 +2,992	+11%	+$151K	0.2%	51
2026 Q1	$1.43M	Buy	28,258 +9,212	+48%	+$465K	0.21%	50
2025 Q4	$961K	Buy	19,046 +4,086	+27%	+$207K	0.15%	51
2025 Q3	$758K	Buy	+14,960	New	+$757K	0.11%	55

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Horizon Wealth Management's YEAR Position: Q2 2026 in Review

Horizon Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 31,250 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #51.

Horizon Wealth Management first reported a position in YEAR in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Horizon Wealth Management held 31,250 shares of AB Ultra Short Income ETF worth $1.57M as of Q2 2026.
Horizon Wealth Management bought 2,992 AB Ultra Short Income ETF shares in Q2 2026, an estimated $151K.
AB Ultra Short Income ETF made up 0.2% of Horizon Wealth Management's portfolio in Q2 2026, its #51 holding.
Horizon Wealth Management first reported a position in AB Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.