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Tortuga Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Tortuga Wealth Management’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 		$767K Buy
15,193
+3,300
+28% +$167K 0.72% 33
2025
Q4 		$600K Buy
+11,893
New +$602K 0.63% 36

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 $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Tortuga Wealth Management's YEAR Position: Q1 2026 in Review

Tortuga Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 28% in Q1 2026, buying an estimated $167K and bringing the position to 15,193 shares worth $767K. The position accounts for 0.72% of the portfolio, ranked #33.

Tortuga Wealth Management first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Tortuga Wealth Management held 15,193 shares of AB Ultra Short Income ETF worth $767K as of Q1 2026.
  • Tortuga Wealth Management bought 3,300 AB Ultra Short Income ETF shares in Q1 2026, an estimated $167K.
  • AB Ultra Short Income ETF made up 0.72% of Tortuga Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Tortuga Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.