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

Sun 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 		– Sell
-5,119
Closed -$258K – 176
2026
Q1 		$258K Buy
5,119
+87
+2% +$4.39K 0.13% 148
2025
Q4 		$254K Buy
+5,032
New +$255K 0.14% 142

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

Sun Financial's YEAR Position: Q2 2026 in Review

Sun Financial sold out of AB Ultra Short Income ETF (YEAR) in Q2 2026, closing a stake of 5,119 shares — an estimated $258K sold.

Sun Financial first reported a position in YEAR in Q4 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Sun Financial reported no remaining AB Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sun Financial sold 5,119 AB Ultra Short Income ETF shares in Q2 2026, an estimated $258K.
  • Sun Financial first reported a position in AB Ultra Short Income ETF in Q4 2025 and held it in 2 quarters.
  • Sun Financial's AB Ultra Short Income ETF position peaked at $258K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

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