Morgan Stanley’s AB Ultra Short Income ETF YEAR Stock Holding History

Morgan Stanley’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	$97	Sell	1 -103	-99%	-$5.18K	﹤0.01%	7959
2026 Q1	$5.27K	Buy	+104	New	+$5.25K	﹤0.01%	7121
2025 Q4	–	Sell	-1	Closed	-$68	–	8493
2025 Q3	$68	Sell	1 -301	-100%	-$15.2K	﹤0.01%	7765
2025 Q2	$15.3K	Sell	302 -1	-0.3%	-$51	﹤0.01%	6732
2025 Q1	$15.4K	Sell	303 -96	-24%	-$4.85K	﹤0.01%	6655
2024 Q4	$20.1K	Buy	399 +157	+65%	+$7.94K	﹤0.01%	6571
2024 Q3	$12.3K	Buy	242 +1	+0.4%	+$51	﹤0.01%	6657
2024 Q2	$12.2K	Sell	241 -1	-0.4%	-$50	﹤0.01%	6613
2024 Q1	$12.2K	Buy	+242	New	+$12.2K	﹤0.01%	6632

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 $431M AUM 27.86% 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

IWM

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

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

Morgan Stanley's YEAR Position: Q2 2026 in Review

Morgan Stanley reduced its AB Ultra Short Income ETF (YEAR) stake by 99% in Q2 2026, selling an estimated $5.18K and leaving 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #7959.

Morgan Stanley first reported a position in YEAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.1K in Q4 2024. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Morgan Stanley held 1 share of AB Ultra Short Income ETF worth $97 as of Q2 2026.
Morgan Stanley sold 103 AB Ultra Short Income ETF shares in Q2 2026, an estimated $5.18K.
AB Ultra Short Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7959 holding.
Morgan Stanley first reported a position in AB Ultra Short Income ETF in Q1 2024 and has held it in 9 quarters since.
Morgan Stanley's AB Ultra Short Income ETF position peaked at $20.1K in Q4 2024.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.