Independent Financial Group
YEAR icon

Independent Financial Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Independent Financial Group’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
Q3 		$441K Sell
8,814
-1,594
-15% -$80K 0.01% 1067
2026
Q2 		$524K Sell
10,408
-1,245
-11% -$62.7K 0.01% 978
2026
Q1 		$588K Buy
11,653
+4,018
+53% +$203K 0.01% 855
2025
Q4 		$385K Sell
7,635
-5,310
-41% -$269K 0.01% 1030
2025
Q3 		$656K Sell
12,945
-9,883
-43% -$500K 0.02% 740
2025
Q2 		$1.16M Sell
22,828
-11,108
-33% -$561K 0.03% 504
2025
Q1 		$1.72M Sell
33,936
-8,810
-21% -$445K 0.06% 319
2024
Q4 		$2.15M Buy
42,746
+5,785
+16% +$292K 0.07% 279
2024
Q3 		$1.88M Buy
36,961
+9,039
+32% +$458K 0.07% 280
2024
Q2 		$1.41M Buy
27,922
+11,889
+74% +$599K 0.06% 316
2024
Q1 		$810K Buy
+16,033
New +$808K 0.04% 433

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Independent Financial Group's YEAR Position: Q3 2026 in Review

Independent Financial Group reduced its AB Ultra Short Income ETF (YEAR) stake by 15% in Q3 2026, selling an estimated $80K and leaving 8,814 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1067.

Independent Financial Group first reported a position in YEAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2024. 5 funds tracked by Wall St. Rank hold YEAR as of Q3 2026.

  • Independent Financial Group held 8,814 shares of AB Ultra Short Income ETF worth $441K as of Q3 2026.
  • Independent Financial Group sold 1,594 AB Ultra Short Income ETF shares in Q3 2026, an estimated $80K.
  • AB Ultra Short Income ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1067 holding.
  • Independent Financial Group first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's AB Ultra Short Income ETF position peaked at $2.15M in Q4 2024.
  • 5 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.