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Nations Financial Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Nations Financial Group’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
Q3 		– Sell
-51,881
Closed -$2.63M – 740
2025
Q2 		$2.63M Buy
51,881
+740
+1% +$37.4K 0.18% 140
2025
Q1 		$2.59M Buy
51,141
+6,789
+15% +$343K 0.2% 136
2024
Q4 		$2.23M Buy
+44,352
New +$2.24M 0.16% 156

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nations Financial Group's YEAR Position: Q3 2025 in Review

Nations Financial Group sold out of AB Ultra Short Income ETF (YEAR) in Q3 2025, closing a stake of 51,881 shares — an estimated $2.63M sold.

Nations Financial Group first reported a position in YEAR in Q4 2024 and held it in 3 quarters. The position peaked at $2.63M in Q2 2025. 74 funds tracked by Wall St. Rank hold YEAR as of Q3 2025.

  • Nations Financial Group reported no remaining AB Ultra Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Nations Financial Group sold 51,881 AB Ultra Short Income ETF shares in Q3 2025, an estimated $2.63M.
  • Nations Financial Group first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 3 quarters.
  • Nations Financial Group's AB Ultra Short Income ETF position peaked at $2.63M in Q2 2025.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2025.

Based on Nations Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.