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MAI Capital Management’s AB Ultra Short Income ETF YEAR Stock Holding History

MAI Capital Management’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 		$903K Sell
17,946
-1,704
-9% -$85.8K ﹤0.01% 1028
2026
Q1 		$992K Sell
19,650
-4,278
-18% -$216K 0.01% 778
2025
Q4 		$1.21M Buy
+23,928
New +$1.21M 0.01% 681

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

MAI Capital Management's YEAR Position: Q2 2026 in Review

MAI Capital Management reduced its AB Ultra Short Income ETF (YEAR) stake by 8.7% in Q2 2026, selling an estimated $85.8K and leaving 17,946 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

MAI Capital Management first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • MAI Capital Management held 17,946 shares of AB Ultra Short Income ETF worth $903K as of Q2 2026.
  • MAI Capital Management sold 1,704 AB Ultra Short Income ETF shares in Q2 2026, an estimated $85.8K.
  • AB Ultra Short Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1028 holding.
  • MAI Capital Management first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • MAI Capital Management's AB Ultra Short Income ETF position peaked at $1.21M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.