&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 Q1	$886K	Buy	+17,553	New	+$886K	﹤0.01%	1370

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 $18.1B AUM 24.63% 1-Year Est. Return

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

&Partners's YEAR Position: Q1 2026 in Review

&Partners opened a new position in AB Ultra Short Income ETF (YEAR) in Q1 2026: 17,553 shares worth $886K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

&Partners held 17,553 shares of AB Ultra Short Income ETF worth $886K as of Q1 2026.
AB Ultra Short Income ETF was a new &Partners position in Q1 2026.
AB Ultra Short Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1370 holding.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.