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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.9M Buy
77,249
+7,404
+11% +$374K 3.22% 12
2025
Q1 		$3.52M Buy
69,845
+1,881
+3% +$94.8K 3.74% 11
2024
Q4 		$3.42M Buy
+67,964
New +$3.42M 3.12% 14