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VestGen Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

VestGen Advisors’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
2025
Q4 		– Sell
-20,602
Closed -$1.04M – 846
2025
Q3 		$1.04M Buy
20,602
+1,502
+8% +$76K 0.03% 365
2025
Q2 		$968K Buy
+19,100
New +$965K 0.04% 332

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VestGen Advisors's YEAR Position: Q4 2025 in Review

VestGen Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q4 2025, closing a stake of 20,602 shares — an estimated $1.04M sold.

VestGen Advisors first reported a position in YEAR in Q2 2025 and held it in 2 quarters. The position peaked at $1.04M in Q3 2025. 85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

  • VestGen Advisors reported no remaining AB Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 20,602 AB Ultra Short Income ETF shares in Q4 2025, an estimated $1.04M.
  • VestGen Advisors first reported a position in AB Ultra Short Income ETF in Q2 2025 and held it in 2 quarters.
  • VestGen Advisors's AB Ultra Short Income ETF position peaked at $1.04M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.