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

TME 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 		$951K Buy
18,889
+1,207
+7% +$60.8K 0.59% 33
2026
Q1 		$893K Sell
17,682
-395
-2% -$19.9K 0.62% 37
2025
Q4 		$913K Sell
18,077
-765
-4% -$38.7K 0.64% 36
2025
Q3 		$955K Buy
18,842
+684
+4% +$34.6K 0.72% 35
2025
Q2 		$920K Buy
18,158
+1,569
+9% +$79.3K 0.74% 34
2025
Q1 		$840K Sell
16,589
-2,450
-13% -$124K 0.73% 31
2024
Q4 		$968K Buy
+19,039
New +$962K 0.9% 30

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TME Financial's YEAR Position: Q2 2026 in Review

TME Financial increased its AB Ultra Short Income ETF (YEAR) stake by 6.8% in Q2 2026, buying an estimated $60.8K and bringing the position to 18,889 shares worth $951K. The position accounts for 0.59% of the portfolio, ranked #33.

TME Financial first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $968K in Q4 2024. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • TME Financial held 18,889 shares of AB Ultra Short Income ETF worth $951K as of Q2 2026.
  • TME Financial bought 1,207 AB Ultra Short Income ETF shares in Q2 2026, an estimated $60.8K.
  • AB Ultra Short Income ETF made up 0.59% of TME Financial's portfolio in Q2 2026, its #33 holding.
  • TME Financial first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's AB Ultra Short Income ETF position peaked at $968K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.