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 Q3	–	Sell	-8,201	Closed	-$211K	–	202
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

LFG

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

BOS Asset Management's TAFM Position: Q3 2026 in Review

BOS Asset Management sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2026, closing a stake of 8,201 shares — an estimated $211K sold.

BOS Asset Management first reported a position in TAFM in Q1 2026 and held it in 2 quarters. The position peaked at $211K in Q2 2026. 2 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

BOS Asset Management reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q3 2026 after selling out during the quarter.
BOS Asset Management sold 8,201 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2026, an estimated $211K.
BOS Asset Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2026 and held it in 2 quarters.
BOS Asset Management's AB Tax-Aware Intermediate Municipal ETF position peaked at $211K in Q2 2026.
2 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.