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 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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

Independent Financial Group's YEAR Position: Q2 2026 in Review

Independent Financial Group reduced its AB Ultra Short Income ETF (YEAR) stake by 11% in Q2 2026, selling an estimated $62.7K and leaving 10,408 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #978.

Independent Financial Group first reported a position in YEAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.15M in Q4 2024. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Independent Financial Group held 10,408 shares of AB Ultra Short Income ETF worth $524K as of Q2 2026.
Independent Financial Group sold 1,245 AB Ultra Short Income ETF shares in Q2 2026, an estimated $62.7K.
AB Ultra Short Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #978 holding.
Independent Financial Group first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's AB Ultra Short Income ETF position peaked at $2.15M in Q4 2024.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.