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Capital Analysts LLC’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Capital Analysts LLC’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 		$939K Buy
37,300
+3,546
+11% +$89.8K 0.02% 343
2025
Q4 		$851K Buy
+33,754
New +$853K 0.02% 337

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

Capital Analysts LLC's TAFI Position: Q1 2026 in Review

Capital Analysts LLC increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 11% in Q1 2026, buying an estimated $89.8K and bringing the position to 37,300 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #343.

Capital Analysts LLC first reported a position in TAFI in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Capital Analysts LLC held 37,300 shares of AB Tax-Aware Short Duration Municipal ETF worth $939K as of Q1 2026.
  • Capital Analysts LLC bought 3,546 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $89.8K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #343 holding.
  • Capital Analysts LLC first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.