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Leavell Investment Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Leavell Investment Management’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 		$407K Sell
8,069
-1,025
-11% -$51.8K 0.02% 461
2025
Q4 		$461K Sell
9,094
-700
-7% -$35.4K 0.02% 426
2025
Q3 		$496K Buy
9,794
+464
+5% +$23.5K 0.02% 413
2025
Q2 		$473K Sell
9,330
-350
-4% -$17.7K 0.02% 417
2025
Q1 		$490K Sell
9,680
-2,184
-18% -$110K 0.02% 387
2024
Q4 		$601K Sell
11,864
-3,180
-21% -$161K 0.03% 347
2024
Q3 		$765K Buy
15,044
+1,782
+13% +$90.2K 0.04% 327
2024
Q2 		$670K Buy
13,262
+2,312
+21% +$116K 0.04% 321
2024
Q1 		$553K Buy
10,950
+2,405
+28% +$121K 0.03% 335
2023
Q4 		$432K Buy
8,545
+4,245
+99% +$213K 0.03% 349
2023
Q3 		$216K Buy
+4,300
New +$216K 0.02% 441

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Leavell Investment Management's YEAR Position: Q1 2026 in Review

Leavell Investment Management reduced its AB Ultra Short Income ETF (YEAR) stake by 11% in Q1 2026, selling an estimated $51.8K and leaving 8,069 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #461.

Leavell Investment Management first reported a position in YEAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $765K in Q3 2024. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Leavell Investment Management held 8,069 shares of AB Ultra Short Income ETF worth $407K as of Q1 2026.
  • Leavell Investment Management sold 1,025 AB Ultra Short Income ETF shares in Q1 2026, an estimated $51.8K.
  • AB Ultra Short Income ETF made up 0.02% of Leavell Investment Management's portfolio in Q1 2026, its #461 holding.
  • Leavell Investment Management first reported a position in AB Ultra Short Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Leavell Investment Management's AB Ultra Short Income ETF position peaked at $765K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.