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
2026 Q2	$307K	Buy	+6,101	New	+$307K	﹤0.01%	1740
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 $302B AUM 26.44% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Lido Advisors's YEAR Position: Q2 2026 in Review

Lido Advisors opened a new position in AB Ultra Short Income ETF (YEAR) in Q2 2026: 6,101 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings. This is a return to the name: Lido Advisors previously reported a position in YEAR as recently as Q2 2025.

Lido Advisors first reported a position in YEAR in Q1 2024 and has held it in 7 quarters since. The position peaked at $508K in Q3 2024. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Lido Advisors held 6,101 shares of AB Ultra Short Income ETF worth $307K as of Q2 2026.
AB Ultra Short Income ETF was a new Lido Advisors position in Q2 2026.
AB Ultra Short Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1740 holding.
Lido Advisors first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 7 quarters since.
Lido Advisors's AB Ultra Short Income ETF position peaked at $508K in Q3 2024.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.