Laraway Financial Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Laraway Financial Advisors’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	$520K	Buy	10,293 +1,771	+21%	+$89.4K	0.37%	71
2025 Q4	$430K	Buy	8,522 +205	+2%	+$10.4K	0.28%	80
2025 Q3	$421K	Buy	8,317 +715	+9%	+$36.2K	0.29%	81
2025 Q2	$385K	Sell	7,602 -1,029	-12%	-$52K	0.29%	77
2025 Q1	$437K	Buy	8,631 +1,425	+20%	+$71.9K	0.35%	72
2024 Q4	$363K	Hold	7,206	–	–	0.28%	78
2024 Q3	$366K	Buy	+7,206	New	+$365K	0.29%	78

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Laraway Financial Advisors's YEAR Position: Q1 2026 in Review

Laraway Financial Advisors increased its AB Ultra Short Income ETF (YEAR) stake by 21% in Q1 2026, buying an estimated $89.4K and bringing the position to 10,293 shares worth $520K. The position accounts for 0.37% of the portfolio, ranked #71.

Laraway Financial Advisors first reported a position in YEAR in Q3 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

Laraway Financial Advisors held 10,293 shares of AB Ultra Short Income ETF worth $520K as of Q1 2026.
Laraway Financial Advisors bought 1,771 AB Ultra Short Income ETF shares in Q1 2026, an estimated $89.4K.
AB Ultra Short Income ETF made up 0.37% of Laraway Financial Advisors's portfolio in Q1 2026, its #71 holding.
Laraway Financial Advisors first reported a position in AB Ultra Short Income ETF in Q3 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.