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

LPL Financial’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 		$164M Buy
3,248,072
+119,465
+4% +$6.03M 0.04% 398
2025
Q4 		$158M Sell
3,128,607
-404,918
-11% -$20.5M 0.04% 394
2025
Q3 		$179M Buy
3,533,525
+107,046
+3% +$5.41M 0.05% 337
2025
Q2 		$174M Buy
3,426,479
+281,023
+9% +$14.2M 0.06% 306
2025
Q1 		$159M Buy
3,145,456
+194,220
+7% +$9.8M 0.06% 295
2024
Q4 		$149M Buy
2,951,236
+289,464
+11% +$14.6M 0.06% 285
2024
Q3 		$135M Buy
2,661,772
+23,270
+0.9% +$1.18M 0.06% 281
2024
Q2 		$133M Buy
2,638,502
+434,805
+20% +$21.9M 0.07% 258
2024
Q1 		$111M Buy
2,203,697
+343,393
+18% +$17.3M 0.06% 292
2023
Q4 		$93.6M Buy
1,860,304
+156,701
+9% +$7.86M 0.06% 301
2023
Q3 		$85.5M Buy
1,703,603
+452,838
+36% +$22.7M 0.06% 282
2023
Q2 		$62.8M Buy
1,250,765
+281,707
+29% +$14.1M 0.04% 379
2023
Q1 		$48.6M Buy
969,058
+658,723
+212% +$33M 0.04% 423
2022
Q4 		$15.5M Buy
+310,335
New +$15.5M 0.01% 827

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's YEAR Position: Q1 2026 in Review

LPL Financial increased its AB Ultra Short Income ETF (YEAR) stake by 3.8% in Q1 2026, buying an estimated $6.03M and bringing the position to 3,248,072 shares worth $164M. The position accounts for 0.04% of the portfolio, ranked #398.

LPL Financial first reported a position in YEAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $179M in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • LPL Financial held 3,248,072 shares of AB Ultra Short Income ETF worth $164M as of Q1 2026.
  • LPL Financial bought 119,465 AB Ultra Short Income ETF shares in Q1 2026, an estimated $6.03M.
  • AB Ultra Short Income ETF made up 0.04% of LPL Financial's portfolio in Q1 2026, its #398 holding.
  • LPL Financial first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's AB Ultra Short Income ETF position peaked at $179M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.