NewEdge Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

NewEdge Advisors’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	$1.38M	Sell	27,390 -11,218	-29%	-$567K	0.01%	1311
2025 Q4	$1.95M	Sell	38,608 -3,811	-9%	-$193K	0.01%	1087
2025 Q3	$2.15M	Buy	42,419 +7,396	+21%	+$374K	0.01%	978
2025 Q2	$1.77M	Sell	35,023 -2,412	-6%	-$122K	0.01%	996
2025 Q1	$1.89M	Buy	37,435 +7,933	+27%	+$400K	0.01%	891
2024 Q4	$1.49M	Buy	29,502 +16,883	+134%	+$853K	0.01%	965
2024 Q3	$642K	Buy	12,619 +12,588	+40,606%	+$637K	﹤0.01%	1318
2024 Q2	$1.57K	Sell	31 -56,898	-100%	-$2.87M	﹤0.01%	3380
2024 Q1	$2.88M	Buy	56,929 +54,706	+2,461%	+$2.76M	0.03%	563
2023 Q4	$112K	Buy	+2,223	New	+$112K	﹤0.01%	1908
2023 Q1	–	Sell	-1,433	Closed	-$72	–	4193
2022 Q4	$72	Buy	+1,433	New	+$71.4K	﹤0.01%	3415

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 $21.3B 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

NewEdge Advisors's YEAR Position: Q1 2026 in Review

NewEdge Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 29% in Q1 2026, selling an estimated $567K and leaving 27,390 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1311.

NewEdge Advisors first reported a position in YEAR in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.88M in Q1 2024. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

NewEdge Advisors held 27,390 shares of AB Ultra Short Income ETF worth $1.38M as of Q1 2026.
NewEdge Advisors sold 11,218 AB Ultra Short Income ETF shares in Q1 2026, an estimated $567K.
AB Ultra Short Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1311 holding.
NewEdge Advisors first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's AB Ultra Short Income ETF position peaked at $2.88M in Q1 2024.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.