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Beacon Financial Advisory’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Beacon Financial Advisory’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,243
Closed -$233K – 420
2025
Q4 		$233K Buy
9,243
+17
+0.2% +$429 0.05% 342
2025
Q3 		$234K Buy
9,226
+18
+0.2% +$454 0.05% 335
2025
Q2 		$231K Buy
+9,208
New +$230K 0.06% 314

Other funds holding TAFI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Beacon Financial Advisory's TAFI Position: Q1 2026 in Review

Beacon Financial Advisory sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026, closing a stake of 9,243 shares — an estimated $233K sold.

Beacon Financial Advisory first reported a position in TAFI in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Beacon Financial Advisory reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,243 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $233K.
  • Beacon Financial Advisory first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and held it in 3 quarters.
  • Beacon Financial Advisory's AB Tax-Aware Short Duration Municipal ETF position peaked at $234K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.