MWM
YEAR icon

Moran Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Moran Wealth 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
2025
Q4 		– Sell
-68,120
Closed -$3.45M – 543
2025
Q3 		$3.45M Sell
68,120
-118,072
-63% -$5.97M 0.1% 230
2025
Q2 		$9.43M Buy
+186,192
New +$9.41M 0.29% 107
2025
Q1 		– Sell
-106,058
Closed -$5.34M – 497
2024
Q4 		$5.34M Buy
+106,058
New +$5.36M 0.17% 159

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $21.8B AUM 28.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Moran Wealth Management's YEAR Position: Q4 2025 in Review

Moran Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q4 2025, closing a stake of 68,120 shares — an estimated $3.45M sold.

Moran Wealth Management first reported a position in YEAR in Q4 2024 and held it in 3 quarters. The position peaked at $9.43M in Q2 2025. 85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

  • Moran Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 68,120 AB Ultra Short Income ETF shares in Q4 2025, an estimated $3.45M.
  • Moran Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 3 quarters.
  • Moran Wealth Management's AB Ultra Short Income ETF position peaked at $9.43M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.