N.E.W. Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

N.E.W. Advisory Services’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	$72.7K	Sell	1,444 -1	-0.1%	-$50	﹤0.01%	329
2026 Q1	$73K	Buy	1,445 +7	+0.5%	+$354	0.01%	318
2025 Q4	$72.6K	Buy	+1,438	New	+$72.8K	0.01%	319
2025 Q3	–	Sell	-131	Closed	-$6.65K	–	881
2025 Q2	$6.65K	Sell	131 -19,868	-99%	-$1M	﹤0.01%	612
2025 Q1	$1.01M	Buy	19,999 +4,227	+27%	+$213K	0.08%	85
2024 Q4	$794K	Sell	15,772 -5,605	-26%	-$283K	0.08%	89
2024 Q3	$1.09M	Sell	21,377 -854	-4%	-$43.2K	0.11%	71
2024 Q2	$1.12M	Sell	22,231 -3,202	-13%	-$161K	0.12%	67
2024 Q1	$1.28M	Sell	25,433 -45,995	-64%	-$2.32M	0.14%	65
2023 Q4	$3.59M	Buy	71,428 +23,030	+48%	+$1.16M	0.43%	37
2023 Q3	$2.43M	Buy	+48,398	New	+$2.43M	0.35%	46

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

N.E.W. Advisory Services's YEAR Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its AB Ultra Short Income ETF (YEAR) stake by 0.07% in Q2 2026, selling an estimated $50 and leaving 1,444 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

N.E.W. Advisory Services first reported a position in YEAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q4 2023. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

N.E.W. Advisory Services held 1,444 shares of AB Ultra Short Income ETF worth $72.7K as of Q2 2026.
N.E.W. Advisory Services sold 1 AB Ultra Short Income ETF share in Q2 2026, an estimated $50.
AB Ultra Short Income ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #329 holding.
N.E.W. Advisory Services first reported a position in AB Ultra Short Income ETF in Q3 2023 and has held it in 11 quarters since.
N.E.W. Advisory Services's AB Ultra Short Income ETF position peaked at $3.59M in Q4 2023.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.