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Westside Investment Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Westside Investment Management’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
Q1 		$9.09K Hold
180
– – ﹤0.01% 1127
2025
Q4 		$9.09K Hold
180
– – ﹤0.01% 1111
2025
Q3 		$9.12K Hold
180
– – ﹤0.01% 1124
2025
Q2 		$9.12K Hold
180
– – ﹤0.01% 971
2025
Q1 		$9.11K Hold
180
– – ﹤0.01% 695
2024
Q4 		$9.06K Hold
180
– – ﹤0.01% 699
2024
Q3 		$9.15K Buy
+180
New +$9.11K ﹤0.01% 689

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Westside Investment Management's YEAR Position: Q1 2026 in Review

Westside Investment Management held its AB Ultra Short Income ETF (YEAR) position steady in Q1 2026 at 180 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Westside Investment Management first reported a position in YEAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.15K in Q3 2024. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Westside Investment Management held 180 shares of AB Ultra Short Income ETF worth $9.09K as of Q1 2026.
  • Westside Investment Management left its AB Ultra Short Income ETF share count unchanged in Q1 2026.
  • AB Ultra Short Income ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1127 holding.
  • Westside Investment Management first reported a position in AB Ultra Short Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Westside Investment Management's AB Ultra Short Income ETF position peaked at $9.15K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.