Truist Financial
YEAR icon

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

Truist 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
Q1 		$12.8M Buy
252,961
+2,035
+0.8% +$103K 0.02% 537
2025
Q4 		$12.7M Buy
250,926
+32,990
+15% +$1.67M 0.02% 534
2025
Q3 		$11M Buy
217,936
+3,258
+2% +$165K 0.01% 577
2025
Q2 		$10.9M Sell
214,678
-4,990
-2% -$252K 0.02% 560
2025
Q1 		$11.1M Sell
219,668
-187,732
-46% -$9.48M 0.02% 532
2024
Q4 		$20.5M Buy
407,400
+25,083
+7% +$1.27M 0.03% 384
2024
Q3 		$19.4M Buy
382,317
+48,314
+14% +$2.45M 0.03% 404
2024
Q2 		$16.9M Buy
334,003
+32,498
+11% +$1.64M 0.03% 449
2024
Q1 		$15.2M Buy
301,505
+56,513
+23% +$2.85M 0.02% 495
2023
Q4 		$12.3M Buy
244,992
+20,368
+9% +$1.02M 0.02% 533
2023
Q3 		$11.3M Sell
224,624
-30,021
-12% -$1.5M 0.02% 548
2023
Q2 		$12.8M Buy
254,645
+206,528
+429% +$10.4M 0.02% 514
2023
Q1 		$2.42M Buy
+48,117
New +$2.41M ﹤0.01% 1127

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 $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's YEAR Position: Q1 2026 in Review

Truist Financial increased its AB Ultra Short Income ETF (YEAR) stake by 0.81% in Q1 2026, buying an estimated $103K and bringing the position to 252,961 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #537.

Truist Financial first reported a position in YEAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.5M in Q4 2024. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Truist Financial held 252,961 shares of AB Ultra Short Income ETF worth $12.8M as of Q1 2026.
  • Truist Financial bought 2,035 AB Ultra Short Income ETF shares in Q1 2026, an estimated $103K.
  • AB Ultra Short Income ETF made up 0.02% of Truist Financial's portfolio in Q1 2026, its #537 holding.
  • Truist Financial first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Truist Financial's AB Ultra Short Income ETF position peaked at $20.5M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.