49 Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

49 Wealth Management’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	+22,315	New	+$255K	0.05%	153

Other funds holding DTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

BHPW

Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return

Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

49 Wealth Management's DTF Position: Q2 2026 in Review

49 Wealth Management opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q2 2026: 22,315 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings.

31 funds tracked by Wall St. Rank hold DTF as of Q2 2026.

49 Wealth Management held 22,315 shares of DTF Tax-Free Income 2028 Term Fund worth $258K as of Q2 2026.
DTF Tax-Free Income 2028 Term Fund was a new 49 Wealth Management position in Q2 2026.
DTF Tax-Free Income 2028 Term Fund made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #153 holding.
31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.