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S.A. Mason’s AB Ultra Short Income ETF YEAR Stock Holding History

S.A. Mason’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 		$127K Buy
2,523
+170
+7% +$8.59K 0.05% 241
2025
Q4 		$119K Hold
2,353
– – 0.05% 245
2025
Q3 		$119K Hold
2,353
– – 0.05% 236
2025
Q2 		$119K Buy
+2,353
New +$119K 0.06% 221

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

S.A. Mason's YEAR Position: Q1 2026 in Review

S.A. Mason increased its AB Ultra Short Income ETF (YEAR) stake by 7.2% in Q1 2026, buying an estimated $8.59K and bringing the position to 2,523 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #241.

S.A. Mason first reported a position in YEAR in Q2 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • S.A. Mason held 2,523 shares of AB Ultra Short Income ETF worth $127K as of Q1 2026.
  • S.A. Mason bought 170 AB Ultra Short Income ETF shares in Q1 2026, an estimated $8.59K.
  • AB Ultra Short Income ETF made up 0.05% of S.A. Mason's portfolio in Q1 2026, its #241 holding.
  • S.A. Mason first reported a position in AB Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.