Kingsview Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Buy |
178,620
+17,174
| +11% | +$870K | 0.15% | 139 |
|
|
2025
Q1 | $8.17M | Buy |
161,446
+8,552
| +6% | +$433K | 0.15% | 149 |
|
|
2024
Q4 | $7.7M | Buy |
152,894
+12,973
| +9% | +$653K | 0.15% | 153 |
|
|
2024
Q3 | $7.11M | Buy |
139,921
+21,155
| +18% | +$1.08M | 0.15% | 151 |
|
|
2024
Q2 | $6M | Buy |
118,766
+3,704
| +3% | +$187K | 0.14% | 159 |
|
|
2024
Q1 | $5.81M | Sell |
115,062
-3,038
| -3% | -$153K | 0.15% | 158 |
|
|
2023
Q4 | $5.94M | Buy |
118,100
+4,963
| +4% | +$250K | 0.18% | 135 |
|
|
2023
Q3 | $5.68M | Buy |
113,137
+3,846
| +4% | +$193K | 0.2% | 114 |
|
|
2023
Q2 | $5.48M | Buy |
109,291
+10,636
| +11% | +$534K | 0.22% | 102 |
|
|
2023
Q1 | $4.95M | Buy |
98,655
+31,510
| +47% | +$1.58M | 0.21% | 108 |
|
|
2022
Q4 | $3.35M | Buy |
67,145
+62,595
| +1,376% | +$3.13M | 0.15% | 163 |
|
|
2022
Q3 | $227K | Buy |
+4,550
| New | +$227K | 0.01% | 721 |
|