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Weaver Consulting Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Weaver Consulting Group’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
Q2 		– Sell
-5,259
Closed -$266K – 250
2025
Q1 		$266K Sell
5,259
-238
-4% -$12K 0.08% 185
2024
Q4 		$277K Hold
5,497
– – 0.09% 170
2024
Q3 		$279K Hold
5,497
– – 0.09% 170
2024
Q2 		$278K Sell
5,497
-5,250
-49% -$265K 0.1% 156
2024
Q1 		$543K Buy
10,747
+2,000
+23% +$101K 0.2% 90
2023
Q4 		$440K Hold
8,747
– – 0.18% 105
2023
Q3 		$439K Buy
8,747
+1,500
+21% +$75.2K 0.2% 94
2023
Q2 		$364K Buy
+7,247
New +$364K 0.16% 114

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Weaver Consulting Group's YEAR Position: Q2 2025 in Review

Weaver Consulting Group sold out of AB Ultra Short Income ETF (YEAR) in Q2 2025, closing a stake of 5,259 shares — an estimated $266K sold.

Weaver Consulting Group first reported a position in YEAR in Q2 2023 and held it in 8 quarters. The position peaked at $543K in Q1 2024. 77 funds tracked by Wall St. Rank hold YEAR as of Q2 2025.

  • Weaver Consulting Group reported no remaining AB Ultra Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Weaver Consulting Group sold 5,259 AB Ultra Short Income ETF shares in Q2 2025, an estimated $266K.
  • Weaver Consulting Group first reported a position in AB Ultra Short Income ETF in Q2 2023 and held it in 8 quarters.
  • Weaver Consulting Group's AB Ultra Short Income ETF position peaked at $543K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2025.

Based on Weaver Consulting Group's 13F filing for Q2 2025, filed 12 Aug 2025.