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Integrated Wealth Concepts’s AB Ultra Short Income ETF YEAR Stock Holding History

Integrated Wealth Concepts’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 		$476K Buy
9,440
+1,667
+21% +$84.2K ﹤0.01% 1568
2025
Q4 		$392K Sell
7,773
-6,100
-44% -$309K ﹤0.01% 1201
2025
Q3 		$703K Sell
13,873
-37,763
-73% -$1.91M 0.01% 1165
2025
Q2 		$2.62M Sell
51,636
-8,406
-14% -$425K 0.03% 534
2025
Q1 		$3.04M Buy
60,042
+54,302
+946% +$2.74M 0.04% 464
2024
Q4 		$289K Buy
5,740
+966
+20% +$48.8K ﹤0.01% 1390
2024
Q3 		$243K Buy
4,774
+801
+20% +$40.6K ﹤0.01% 1468
2024
Q2 		$201K Buy
+3,973
New +$200K ﹤0.01% 1528
2023
Q4 		– Sell
-25,895
Closed -$1.3M – 1675
2023
Q3 		$1.3M Sell
25,895
-15,378
-37% -$771K 0.02% 587
2023
Q2 		$2.07M Buy
41,273
+11,479
+39% +$576K 0.04% 446
2023
Q1 		$1.5M Buy
29,794
+24,776
+494% +$1.24M 0.03% 488
2022
Q4 		$251K Buy
+5,018
New +$250K 0.01% 872

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

Integrated Wealth Concepts's YEAR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its AB Ultra Short Income ETF (YEAR) stake by 21% in Q1 2026, buying an estimated $84.2K and bringing the position to 9,440 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Integrated Wealth Concepts first reported a position in YEAR in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.04M in Q1 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Integrated Wealth Concepts held 9,440 shares of AB Ultra Short Income ETF worth $476K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,667 AB Ultra Short Income ETF shares in Q1 2026, an estimated $84.2K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1568 holding.
  • Integrated Wealth Concepts first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's AB Ultra Short Income ETF position peaked at $3.04M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.