Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Cambridge Investment Research Advisors’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 		$733K Buy
28,554
+5,307
+23% +$135K ﹤0.01% 2592
2026
Q1 		$588K Buy
23,247
+377
+2% +$9.64K ﹤0.01% 2653
2025
Q4 		$581K Buy
22,870
+200
+0.9% +$5.1K ﹤0.01% 2576
2025
Q3 		$576K Buy
22,670
+2,067
+10% +$51.5K ﹤0.01% 2536
2025
Q2 		$513K Buy
+20,603
New +$511K ﹤0.01% 2524

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
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
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 23% in Q2 2026, buying an estimated $135K and bringing the position to 28,554 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Cambridge Investment Research Advisors first reported a position in TAFM in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Cambridge Investment Research Advisors held 28,554 shares of AB Tax-Aware Intermediate Municipal ETF worth $733K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,307 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $135K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2592 holding.
  • Cambridge Investment Research Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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