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&Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

&Partners’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 		$4.12M Buy
81,864
+64,311
+366% +$3.24M 0.02% 675
2026
Q1 		$886K Buy
+17,553
New +$886K ﹤0.01% 1370

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

&Partners's YEAR Position: Q2 2026 in Review

&Partners increased its AB Ultra Short Income ETF (YEAR) stake by 366% in Q2 2026, buying an estimated $3.24M and bringing the position to 81,864 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #675.

&Partners first reported a position in YEAR in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • &Partners held 81,864 shares of AB Ultra Short Income ETF worth $4.12M as of Q2 2026.
  • &Partners bought 64,311 AB Ultra Short Income ETF shares in Q2 2026, an estimated $3.24M.
  • AB Ultra Short Income ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #675 holding.
  • &Partners first reported a position in AB Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.