Aletheian Wealth Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Aletheian Wealth Advisors’s Portfolio TAFM Stock Details TAFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Buy	+8,620	New	+$216K	0.08%	108

Other funds holding TAFM

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Aletheian Wealth Advisors's TAFM Position: Q3 2026 in Review

Aletheian Wealth Advisors opened a new position in AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2026: 8,620 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings.

2 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

Aletheian Wealth Advisors held 8,620 shares of AB Tax-Aware Intermediate Municipal ETF worth $207K as of Q3 2026.
AB Tax-Aware Intermediate Municipal ETF was a new Aletheian Wealth Advisors position in Q3 2026.
AB Tax-Aware Intermediate Municipal ETF made up 0.08% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #108 holding.
2 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.