IAA
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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
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 $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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

Independent Advisor Alliance's YEAR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in AB Ultra Short Income ETF (YEAR) in Q1 2026: 11,720 shares worth $592K. The stake represents 0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in YEAR as recently as Q4 2024.

Independent Advisor Alliance first reported a position in YEAR in Q4 2024 and has held it in 2 quarters since. The position peaked at $1M in Q4 2024. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Independent Advisor Alliance held 11,720 shares of AB Ultra Short Income ETF worth $592K as of Q1 2026.
  • AB Ultra Short Income ETF was a new Independent Advisor Alliance position in Q1 2026.
  • AB Ultra Short Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1043 holding.
  • Independent Advisor Alliance first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's AB Ultra Short Income ETF position peaked at $1M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.