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Rothschild Investment LLC’s AB Ultra Short Income ETF YEAR Stock Holding History

Rothschild Investment LLC’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 		$274K Hold
5,450
– – 0.01% 781
2026
Q1 		$275K Buy
5,450
+475
+10% +$24K 0.01% 571
2025
Q4 		$251K Buy
4,975
+1,000
+25% +$50.6K 0.01% 545
2025
Q3 		$201K Sell
3,975
-475
-11% -$24K 0.01% 605
2025
Q2 		$225K Buy
4,450
+3,200
+256% +$162K 0.01% 481
2025
Q1 		$63.3K Buy
1,250
+500
+67% +$25.2K ﹤0.01% 716
2024
Q4 		$37.8K Buy
+750
New +$37.9K ﹤0.01% 848

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

Rothschild Investment LLC's YEAR Position: Q2 2026 in Review

Rothschild Investment LLC held its AB Ultra Short Income ETF (YEAR) position steady in Q2 2026 at 5,450 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #781.

Rothschild Investment LLC first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Rothschild Investment LLC held 5,450 shares of AB Ultra Short Income ETF worth $274K as of Q2 2026.
  • Rothschild Investment LLC left its AB Ultra Short Income ETF share count unchanged in Q2 2026.
  • AB Ultra Short Income ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #781 holding.
  • Rothschild Investment LLC first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's AB Ultra Short Income ETF position peaked at $275K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.