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

USAdvisors 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 Q2	$1.06M	Buy	20,995 +661	+3%	+$33.3K	0.3%	66
2026 Q1	$1.02M	Sell	20,334 -1,308	-6%	-$66.1K	0.34%	62
2025 Q4	$1.09M	Sell	21,642 -4,819	-18%	-$244K	0.36%	63
2025 Q3	$1.34M	Buy	26,461 +427	+2%	+$21.6K	0.46%	55
2025 Q2	$1.32M	Buy	26,034 +3,166	+14%	+$160K	0.49%	51
2025 Q1	$1.16M	Buy	22,868 +1,478	+7%	+$74.6K	0.4%	54
2024 Q4	$1.08M	Buy	+21,390	New	+$1.08M	0.35%	60

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

USAdvisors Wealth Management's YEAR Position: Q2 2026 in Review

USAdvisors Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 3.3% in Q2 2026, buying an estimated $33.3K and bringing the position to 20,995 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #66.

USAdvisors Wealth Management first reported a position in YEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

USAdvisors Wealth Management held 20,995 shares of AB Ultra Short Income ETF worth $1.06M as of Q2 2026.
USAdvisors Wealth Management bought 661 AB Ultra Short Income ETF shares in Q2 2026, an estimated $33.3K.
AB Ultra Short Income ETF made up 0.3% of USAdvisors Wealth Management's portfolio in Q2 2026, its #66 holding.
USAdvisors Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
USAdvisors Wealth Management's AB Ultra Short Income ETF position peaked at $1.34M in Q3 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.