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
Q2 		$12.9M Buy
256,100
+3,139
+1% +$158K 0.02% 568
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 $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

Truist Financial's YEAR Position: Q2 2026 in Review

Truist Financial increased its AB Ultra Short Income ETF (YEAR) stake by 1.2% in Q2 2026, buying an estimated $158K and bringing the position to 256,100 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #568.

Truist Financial first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.5M in Q4 2024. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Truist Financial held 256,100 shares of AB Ultra Short Income ETF worth $12.9M as of Q2 2026.
  • Truist Financial bought 3,139 AB Ultra Short Income ETF shares in Q2 2026, an estimated $158K.
  • AB Ultra Short Income ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #568 holding.
  • Truist Financial first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Truist Financial's AB Ultra Short Income ETF position peaked at $20.5M in Q4 2024.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.