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

WealthPLAN 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
2024
Q1 		– Sell
-25,782
Closed -$1.3M – 351
2023
Q4 		$1.3M Buy
25,782
+9,386
+57% +$471K 0.13% 143
2023
Q3 		$823K Buy
16,396
+11,752
+253% +$589K 0.1% 156
2023
Q2 		$233K Hold
4,644
– – 0.03% 270
2023
Q1 		$233K Buy
+4,644
New +$233K 0.03% 281

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WealthPLAN Partners's YEAR Position: Q1 2024 in Review

WealthPLAN Partners sold out of AB Ultra Short Income ETF (YEAR) in Q1 2024, closing a stake of 25,782 shares — an estimated $1.3M sold.

WealthPLAN Partners first reported a position in YEAR in Q1 2023 and held it in 4 quarters. The position peaked at $1.3M in Q4 2023. 49 funds tracked by Wall St. Rank hold YEAR as of Q1 2024.

  • WealthPLAN Partners reported no remaining AB Ultra Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 25,782 AB Ultra Short Income ETF shares in Q1 2024, an estimated $1.3M.
  • WealthPLAN Partners first reported a position in AB Ultra Short Income ETF in Q1 2023 and held it in 4 quarters.
  • WealthPLAN Partners's AB Ultra Short Income ETF position peaked at $1.3M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.