MAM
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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
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
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
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 $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MMA Asset Management's YEAR Position: Q1 2026 in Review

MMA Asset Management increased its AB Ultra Short Income ETF (YEAR) stake by 25% in Q1 2026, buying an estimated $75.6K and bringing the position to 7,483 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #138.

MMA Asset Management first reported a position in YEAR in Q1 2024 and has held it in 6 quarters since. The position peaked at $566K in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • MMA Asset Management held 7,483 shares of AB Ultra Short Income ETF worth $378K as of Q1 2026.
  • MMA Asset Management bought 1,496 AB Ultra Short Income ETF shares in Q1 2026, an estimated $75.6K.
  • AB Ultra Short Income ETF made up 0.13% of MMA Asset Management's portfolio in Q1 2026, its #138 holding.
  • MMA Asset Management first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 6 quarters since.
  • MMA Asset Management's AB Ultra Short Income ETF position peaked at $566K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.