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

Lido 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
2025 Q3	–	Sell	-4,000	Closed	-$203K	–	1907
2025 Q2	$203K	Hold	4,000	–	–	﹤0.01%	1518
2025 Q1	$202K	Sell	4,000 -6,000	-60%	-$303K	﹤0.01%	1386
2024 Q4	$506K	Hold	10,000	–	–	﹤0.01%	1005
2024 Q3	$508K	Hold	10,000	–	–	﹤0.01%	956
2024 Q2	$505K	Hold	10,000	–	–	﹤0.01%	925
2024 Q1	$505K	Buy	+10,000	New	+$504K	﹤0.01%	901

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

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors's YEAR Position: Q3 2025 in Review

Lido Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q3 2025, closing a stake of 4,000 shares — an estimated $203K sold.

Lido Advisors first reported a position in YEAR in Q1 2024 and held it in 6 quarters. The position peaked at $508K in Q3 2024. 74 funds tracked by Wall St. Rank hold YEAR as of Q3 2025.

Lido Advisors reported no remaining AB Ultra Short Income ETF position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 4,000 AB Ultra Short Income ETF shares in Q3 2025, an estimated $203K.
Lido Advisors first reported a position in AB Ultra Short Income ETF in Q1 2024 and held it in 6 quarters.
Lido Advisors's AB Ultra Short Income ETF position peaked at $508K in Q3 2024.
74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.