Kestra Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Kestra Advisory Services’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	$2.91M	Buy	57,731 +73	+0.1%	+$3.67K	0.01%	1135
2026 Q1	$2.91M	Sell	57,658 -32,695	-36%	-$1.65M	0.01%	1080
2025 Q4	$4.56M	Sell	90,353 -108,905	-55%	-$5.51M	0.02%	786
2025 Q3	$10.1M	Buy	199,258 +94,001	+89%	+$4.75M	0.05%	388
2025 Q2	$5.33M	Buy	105,257 +23,640	+29%	+$1.19M	0.03%	605
2025 Q1	$4.13M	Buy	81,617 +25,934	+47%	+$1.31M	0.02%	656
2024 Q4	$2.8M	Sell	55,683 -45,632	-45%	-$2.31M	0.02%	828
2024 Q3	$5.15M	Sell	101,315 -161,261	-61%	-$8.17M	0.03%	580
2024 Q2	$13.3M	Buy	262,576 +48,916	+23%	+$2.46M	0.07%	286
2024 Q1	$10.8M	Buy	213,660 +13,598	+7%	+$686K	0.07%	291
2023 Q4	$10.1M	Sell	200,062 -184,868	-48%	-$9.28M	0.08%	274
2023 Q3	$19.3M	Buy	384,930 +338,711	+733%	+$17M	0.19%	110
2023 Q2	$2.32M	Buy	46,219 +5,648	+14%	+$283K	0.02%	624
2023 Q1	$2.04M	Buy	40,571 +32,629	+411%	+$1.64M	0.02%	643
2022 Q4	$397K	Buy	+7,942	New	+$396K	﹤0.01%	1551

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

Kestra Advisory Services's YEAR Position: Q2 2026 in Review

Kestra Advisory Services increased its AB Ultra Short Income ETF (YEAR) stake by 0.13% in Q2 2026, buying an estimated $3.67K and bringing the position to 57,731 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1135.

Kestra Advisory Services first reported a position in YEAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.3M in Q3 2023. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Kestra Advisory Services held 57,731 shares of AB Ultra Short Income ETF worth $2.91M as of Q2 2026.
Kestra Advisory Services bought 73 AB Ultra Short Income ETF shares in Q2 2026, an estimated $3.67K.
AB Ultra Short Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1135 holding.
Kestra Advisory Services first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Kestra Advisory Services's AB Ultra Short Income ETF position peaked at $19.3M in Q3 2023.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.