Wealthcare Advisory Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

Wealthcare Advisory Partners’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	$1.21M	Sell	24,071 -1,119	-4%	-$56.3K	0.02%	468
2026 Q1	$1.27M	Sell	25,190 -317	-1%	-$16K	0.02%	459
2025 Q4	$1.29M	Sell	25,507 -705	-3%	-$35.7K	0.03%	449
2025 Q3	$1.33M	Sell	26,212 -464	-2%	-$23.5K	0.03%	428
2025 Q2	$1.35M	Buy	26,676 +1,396	+6%	+$70.5K	0.03%	417
2025 Q1	$1.28M	Buy	25,280 +7,194	+40%	+$363K	0.03%	390
2024 Q4	$911K	Buy	18,086 +2,326	+15%	+$118K	0.03%	441
2024 Q3	$801K	Buy	15,760 +4,278	+37%	+$217K	0.02%	469
2024 Q2	$580K	Buy	11,482 +883	+8%	+$44.5K	0.02%	504
2024 Q1	$535K	Buy	10,599 +1,243	+13%	+$62.7K	0.02%	525
2023 Q4	$470K	Sell	9,356 -22	-0.2%	-$1.1K	0.02%	493
2023 Q3	$471K	Buy	9,378 +4,398	+88%	+$220K	0.02%	446
2023 Q2	$250K	Buy	+4,980	New	+$250K	0.01%	620

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

Wealthcare Advisory Partners's YEAR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its AB Ultra Short Income ETF (YEAR) stake by 4.4% in Q2 2026, selling an estimated $56.3K and leaving 24,071 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #468.

Wealthcare Advisory Partners first reported a position in YEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q2 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Wealthcare Advisory Partners held 24,071 shares of AB Ultra Short Income ETF worth $1.21M as of Q2 2026.
Wealthcare Advisory Partners sold 1,119 AB Ultra Short Income ETF shares in Q2 2026, an estimated $56.3K.
AB Ultra Short Income ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #468 holding.
Wealthcare Advisory Partners first reported a position in AB Ultra Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Wealthcare Advisory Partners's AB Ultra Short Income ETF position peaked at $1.35M in Q2 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.