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
2025 Q2	$2.62M	Sell
2025 Q1	$3.04M	Buy
2024 Q4	$289K	Buy
2024 Q3	$243K	Buy
2024 Q2	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$1.3M	Sell
2023 Q2	$2.07M	Buy
2023 Q1	$1.5M	Buy
2022 Q4	$251K	Buy