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 Q2	$37.8M	Buy	751,307 +71,556	+11%	+$3.6M	0.8%	23
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 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

IHT Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 11% in Q2 2026, buying an estimated $3.6M and bringing the position to 751,307 shares worth $37.8M. The position accounts for 0.8% of the portfolio, ranked #23.

IHT Wealth Management first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

IHT Wealth Management held 751,307 shares of AB Ultra Short Income ETF worth $37.8M as of Q2 2026.
IHT Wealth Management bought 71,556 AB Ultra Short Income ETF shares in Q2 2026, an estimated $3.6M.
AB Ultra Short Income ETF made up 0.8% of IHT Wealth Management's portfolio in Q2 2026, its #23 holding.
IHT Wealth Management first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.