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Welch Financial Planning’s AB Ultra Short Income ETF YEAR Stock Holding History

Welch Financial Planning’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 		$1.65M Buy
32,683
+6,608
+25% +$333K 0.96% 25
2026
Q1 		$1.32M Buy
26,075
+183
+0.7% +$9.24K 0.95% 21
2025
Q4 		$1.31M Buy
+25,892
New +$1.31M 0.95% 21

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Welch Financial Planning's YEAR Position: Q2 2026 in Review

Welch Financial Planning increased its AB Ultra Short Income ETF (YEAR) stake by 25% in Q2 2026, buying an estimated $333K and bringing the position to 32,683 shares worth $1.65M. The position accounts for 0.96% of the portfolio, ranked #25.

Welch Financial Planning first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Welch Financial Planning held 32,683 shares of AB Ultra Short Income ETF worth $1.65M as of Q2 2026.
  • Welch Financial Planning bought 6,608 AB Ultra Short Income ETF shares in Q2 2026, an estimated $333K.
  • AB Ultra Short Income ETF made up 0.96% of Welch Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Welch Financial Planning first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.