PWM
YEAR icon

PMG Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

PMG Wealth Management’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 		$4.71M Buy
93,710
+11,286
+14% +$570K 3.4% 13
2025
Q4 		$4.16M Buy
82,424
+4,871
+6% +$246K 3.05% 12
2025
Q3 		$3.92M Buy
77,553
+304
+0.4% +$15.4K 2.99% 12
2025
Q2 		$3.9M Buy
77,249
+7,404
+11% +$374K 3.22% 12
2025
Q1 		$3.52M Buy
69,845
+1,881
+3% +$95K 3.74% 11
2024
Q4 		$3.42M Buy
+67,964
New +$3.44M 3.12% 14

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

PMG Wealth Management's YEAR Position: Q1 2026 in Review

PMG Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 14% in Q1 2026, buying an estimated $570K and bringing the position to 93,710 shares worth $4.71M. The position accounts for 3.4% of the portfolio, ranked #13.

PMG Wealth Management first reported a position in YEAR in Q4 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • PMG Wealth Management held 93,710 shares of AB Ultra Short Income ETF worth $4.71M as of Q1 2026.
  • PMG Wealth Management bought 11,286 AB Ultra Short Income ETF shares in Q1 2026, an estimated $570K.
  • AB Ultra Short Income ETF made up 3.4% of PMG Wealth Management's portfolio in Q1 2026, its #13 holding.
  • PMG Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.