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

IHT 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
Q1 		$34.3M Buy
679,751
+258,318
+61% +$13M 0.8% 20
2025
Q4 		$21.3M Buy
421,433
+8,714
+2% +$441K 0.52% 35
2025
Q3 		$20.9M Buy
412,719
+70,484
+21% +$3.56M 0.53% 35
2025
Q2 		$17.3M Sell
342,235
-111,401
-25% -$5.63M 0.48% 40
2025
Q1 		$23M Buy
453,636
+412,229
+996% +$20.8M 0.72% 24
2024
Q4 		$2.08M Buy
41,407
+16,280
+65% +$823K 0.07% 267
2024
Q3 		$1.28M Sell
25,127
-13,645
-35% -$691K 0.04% 435
2024
Q2 		$1.96M Buy
38,772
+18,192
+88% +$917K 0.07% 261
2024
Q1 		$1.04M Buy
20,580
+16,465
+400% +$830K 0.04% 413
2023
Q4 		$207K Sell
4,115
-2,492
-38% -$125K 0.01% 894
2023
Q3 		$332K Buy
6,607
+436
+7% +$21.9K 0.02% 692
2023
Q2 		$310K Buy
6,171
+71
+1% +$3.56K 0.02% 712
2023
Q1 		$306K Buy
+6,100
New +$306K 0.02% 695

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's YEAR Position: Q1 2026 in Review

IHT Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 61% in Q1 2026, buying an estimated $13M and bringing the position to 679,751 shares worth $34.3M. The position accounts for 0.8% of the portfolio, ranked #20.

IHT Wealth Management first reported a position in YEAR in Q1 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • IHT Wealth Management held 679,751 shares of AB Ultra Short Income ETF worth $34.3M as of Q1 2026.
  • IHT Wealth Management bought 258,318 AB Ultra Short Income ETF shares in Q1 2026, an estimated $13M.
  • AB Ultra Short Income ETF made up 0.8% of IHT Wealth Management's portfolio in Q1 2026, its #20 holding.
  • IHT Wealth Management first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.