Stifel Financial’s AB Ultra Short Income ETF YEAR Stock Holding History

Stifel Financial’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	$10M	Buy	198,666 +18,739	+10%	+$943K	0.01%	1021
2026 Q1	$9.08M	Buy	179,927 +22,996	+15%	+$1.16M	0.01%	1011
2025 Q4	$7.92M	Buy	156,931 +25,783	+20%	+$1.3M	0.01%	1086
2025 Q3	$6.65M	Buy	131,148 +24,247	+23%	+$1.23M	0.01%	1154
2025 Q2	$5.42M	Buy	106,901 +14,858	+16%	+$751K	0.01%	1213
2025 Q1	$4.66M	Buy	92,043 +38,649	+72%	+$1.95M	0.01%	1225
2024 Q4	$2.69M	Sell	53,394 -2,159	-4%	-$109K	﹤0.01%	1586
2024 Q3	$2.82M	Buy	55,553 +4,509	+9%	+$228K	﹤0.01%	1557
2024 Q2	$2.58M	Buy	51,044 +17,467	+52%	+$880K	﹤0.01%	1550
2024 Q1	$1.7M	Buy	33,577 +4,723	+16%	+$238K	﹤0.01%	1846
2023 Q4	$1.45M	Buy	28,854 +6,343	+28%	+$318K	﹤0.01%	1893
2023 Q3	$1.13M	Buy	22,511 +780	+4%	+$39.1K	﹤0.01%	1975
2023 Q2	$1.09M	Buy	21,731 +10,854	+100%	+$544K	﹤0.01%	2035
2023 Q1	$546K	Buy	+10,877	New	+$545K	﹤0.01%	2467

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Stifel Financial's YEAR Position: Q2 2026 in Review

Stifel Financial increased its AB Ultra Short Income ETF (YEAR) stake by 10% in Q2 2026, buying an estimated $943K and bringing the position to 198,666 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #1021.

Stifel Financial first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Stifel Financial held 198,666 shares of AB Ultra Short Income ETF worth $10M as of Q2 2026.
Stifel Financial bought 18,739 AB Ultra Short Income ETF shares in Q2 2026, an estimated $943K.
AB Ultra Short Income ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1021 holding.
Stifel Financial first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.