BOS Asset Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

BOS Asset Management’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 Q2	$211K	Buy	8,201 +116	+1%	+$2.96K	0.05%	193
2026 Q1	$205K	Buy	+8,085	New	+$207K	0.05%	191

Other funds holding TAFM

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BOS Asset Management's TAFM Position: Q2 2026 in Review

BOS Asset Management increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 1.4% in Q2 2026, buying an estimated $2.96K and bringing the position to 8,201 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #193.

BOS Asset Management first reported a position in TAFM in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

BOS Asset Management held 8,201 shares of AB Tax-Aware Intermediate Municipal ETF worth $211K as of Q2 2026.
BOS Asset Management bought 116 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $2.96K.
AB Tax-Aware Intermediate Municipal ETF made up 0.05% of BOS Asset Management's portfolio in Q2 2026, its #193 holding.
BOS Asset Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.