Morgan Stanley
YEAR icon

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
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

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LPL Financial
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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 $501B 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 $4.25B 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 $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return