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SWS Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

SWS Partners’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
2024
Q4 		– Sell
-16,833
Closed -$856K – 125
2024
Q3 		$856K Sell
16,833
-3,334
-17% -$169K 0.27% 95
2024
Q2 		$1.02M Buy
+20,167
New +$1.02M 0.3% 89

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWS Partners's YEAR Position: Q4 2024 in Review

SWS Partners sold out of AB Ultra Short Income ETF (YEAR) in Q4 2024, closing a stake of 16,833 shares — an estimated $856K sold.

SWS Partners first reported a position in YEAR in Q2 2024 and held it in 2 quarters. The position peaked at $1.02M in Q2 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q4 2024.

  • SWS Partners reported no remaining AB Ultra Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • SWS Partners sold 16,833 AB Ultra Short Income ETF shares in Q4 2024, an estimated $856K.
  • SWS Partners first reported a position in AB Ultra Short Income ETF in Q2 2024 and held it in 2 quarters.
  • SWS Partners's AB Ultra Short Income ETF position peaked at $1.02M in Q2 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.