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

Magnolia Capital 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
Q2 		– Sell
-4,490
Closed -$227K – 245
2025
Q1 		$227K Sell
4,490
-287
-6% -$14.5K 0.06% 210
2024
Q4 		$241K Buy
+4,777
New +$241K 0.06% 209

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Magnolia Capital Advisors's YEAR Position: Q2 2025 in Review

Magnolia Capital Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q2 2025, closing a stake of 4,490 shares — an estimated $227K sold.

Magnolia Capital Advisors first reported a position in YEAR in Q4 2024 and held it in 2 quarters. The position peaked at $241K in Q4 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

  • Magnolia Capital Advisors reported no remaining AB Ultra Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Capital Advisors sold 4,490 AB Ultra Short Income ETF shares in Q2 2025, an estimated $227K.
  • Magnolia Capital Advisors first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Capital Advisors's AB Ultra Short Income ETF position peaked at $241K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Magnolia Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.