MMA Asset Management’s AB Ultra Short Income ETF YEAR Stock Holding History

MMA Asset 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	$368K	Sell	7,306 -177	-2%	-$8.91K	0.12%	149
2026 Q1	$378K	Buy	7,483 +1,496	+25%	+$75.6K	0.13%	138
2025 Q4	$302K	Sell	5,987 -5,175	-46%	-$262K	0.11%	154
2025 Q3	$566K	Buy	11,162 +6,056	+119%	+$306K	0.19%	100
2025 Q2	$259K	Sell	5,106 -108	-2%	-$5.46K	0.1%	147
2025 Q1	$264K	Buy	+5,214	New	+$263K	0.11%	113
2024 Q2	–	Sell	-3,413	Closed	-$172K	–	253
2024 Q1	$172K	Buy	+3,413	New	+$172K	0.08%	123

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 $428M AUM 18.82% 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

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

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Global Retirement Partners San Rafael, California $6.54B AUM

MMA Asset Management's YEAR Position: Q2 2026 in Review

MMA Asset Management reduced its AB Ultra Short Income ETF (YEAR) stake by 2.4% in Q2 2026, selling an estimated $8.91K and leaving 7,306 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #149.

MMA Asset Management first reported a position in YEAR in Q1 2024 and has held it in 7 quarters since. The position peaked at $566K in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

MMA Asset Management held 7,306 shares of AB Ultra Short Income ETF worth $368K as of Q2 2026.
MMA Asset Management sold 177 AB Ultra Short Income ETF shares in Q2 2026, an estimated $8.91K.
AB Ultra Short Income ETF made up 0.12% of MMA Asset Management's portfolio in Q2 2026, its #149 holding.
MMA Asset Management first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 7 quarters since.
MMA Asset Management's AB Ultra Short Income ETF position peaked at $566K in Q3 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.