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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

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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

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. 92 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.
  • 92 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.