Independent Advisor Alliance
YEAR icon

Independent Advisor Alliance’s AB Ultra Short Income ETF YEAR Stock Holding History

Independent Advisor Alliance’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 		– Sell
-11,720
Closed -$592K – 1646
2026
Q1 		$592K Buy
+11,720
New +$592K 0.01% 1043
2025
Q1 		– Sell
-19,870
Closed -$1M – 1395
2024
Q4 		$1M Buy
+19,870
New +$1M 0.01% 725

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 $428M AUM 18.82% 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
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM

Independent Advisor Alliance's YEAR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of AB Ultra Short Income ETF (YEAR) in Q2 2026, closing a stake of 11,720 shares — an estimated $592K sold.

Independent Advisor Alliance first reported a position in YEAR in Q4 2024 and held it in 2 quarters. The position peaked at $1M in Q4 2024. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining AB Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,720 AB Ultra Short Income ETF shares in Q2 2026, an estimated $592K.
  • Independent Advisor Alliance first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's AB Ultra Short Income ETF position peaked at $1M in Q4 2024.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.