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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
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 $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

Rothschild Investment LLC's YEAR Position: Q1 2026 in Review

Rothschild Investment LLC increased its AB Ultra Short Income ETF (YEAR) stake by 9.5% in Q1 2026, buying an estimated $24K and bringing the position to 5,450 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #571.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 5,450 shares of AB Ultra Short Income ETF worth $275K as of Q1 2026.
  • Rothschild Investment LLC bought 475 AB Ultra Short Income ETF shares in Q1 2026, an estimated $24K.
  • AB Ultra Short Income ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #571 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.