Integrated Wealth Concepts
YEAR icon

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
Q2 		$381K Sell
7,575
-1,865
-20% -$93.9K ﹤0.01% 1838
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 $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BOS Asset Management
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
Kensington Asset Management
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

Integrated Wealth Concepts's YEAR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its AB Ultra Short Income ETF (YEAR) stake by 20% in Q2 2026, selling an estimated $93.9K and leaving 7,575 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Integrated Wealth Concepts first reported a position in YEAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.04M in Q1 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Integrated Wealth Concepts held 7,575 shares of AB Ultra Short Income ETF worth $381K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,865 AB Ultra Short Income ETF shares in Q2 2026, an estimated $93.9K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1838 holding.
  • Integrated Wealth Concepts first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's AB Ultra Short Income ETF position peaked at $3.04M in Q1 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.