A
DTF

Alongside’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Alongside’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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
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
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alongside's DTF Position: Q2 2026 in Review

Alongside 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.

  • Alongside 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 Alongside position in Q2 2026.
  • DTF Tax-Free Income 2028 Term Fund made up 0.05% of Alongside'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 Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.