LWA
YEAR icon

Legacy Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Legacy Wealth 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
Q2 		$991K Sell
19,687
-57,596
-75% -$2.9M 0.43% 35
2026
Q1 		$3.9M Buy
77,283
+760
+1% +$38.4K 1.99% 10
2025
Q4 		$3.86M Buy
+76,523
New +$3.87M 2.55% 9

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Legacy Wealth Advisors's YEAR Position: Q2 2026 in Review

Legacy Wealth Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 75% in Q2 2026, selling an estimated $2.9M and leaving 19,687 shares worth $991K. The position accounts for 0.43% of the portfolio, ranked #35.

Legacy Wealth Advisors first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.9M in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Legacy Wealth Advisors held 19,687 shares of AB Ultra Short Income ETF worth $991K as of Q2 2026.
  • Legacy Wealth Advisors sold 57,596 AB Ultra Short Income ETF shares in Q2 2026, an estimated $2.9M.
  • AB Ultra Short Income ETF made up 0.43% of Legacy Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Legacy Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Advisors's AB Ultra Short Income ETF position peaked at $3.9M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.