Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$2.06M Buy
81,665
+17,024
+26% +$429K ﹤0.01% 1667
2026
Q1 		$1.63M Sell
64,641
-962
-1% -$24.4K ﹤0.01% 1764
2025
Q4 		$1.65M Sell
65,603
-2,217
-3% -$56K ﹤0.01% 1699
2025
Q3 		$1.72M Sell
67,820
-1,625
-2% -$41K ﹤0.01% 1620
2025
Q2 		$1.74M Sell
69,445
-8,773
-11% -$219K 0.01% 1532
2025
Q1 		$1.96M Sell
78,218
-294
-0.4% -$7.37K 0.01% 1368
2024
Q4 		$1.96M Sell
78,512
-612
-0.8% -$15.4K 0.01% 1370
2024
Q3 		$2M Buy
79,124
+13,733
+21% +$345K 0.01% 1344
2024
Q2 		$1.63M Buy
65,391
+43,201
+195% +$1.08M 0.01% 1431
2024
Q1 		$557K Sell
22,190
-7,010
-24% -$176K ﹤0.01% 2192
2023
Q4 		$735K Sell
29,200
-2,200
-7% -$54.5K ﹤0.01% 1868
2023
Q3 		$772K Sell
31,400
-5,620
-15% -$140K ﹤0.01% 1741
2023
Q2 		$924K Sell
37,020
-10,734
-22% -$268K ﹤0.01% 1667
2023
Q1 		$1.2M Buy
+47,754
New +$1.2M 0.01% 1457

Other funds holding TAFI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Cambridge Investment Research Advisors's TAFI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 26% in Q2 2026, buying an estimated $429K and bringing the position to 81,665 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Cambridge Investment Research Advisors first reported a position in TAFI in Q1 2023 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Cambridge Investment Research Advisors held 81,665 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.06M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 17,024 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $429K.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1667 holding.
  • Cambridge Investment Research Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2023 and has held it in 14 quarters since.
  • 40 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.