Carson Wealth (CWM LLC)’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Carson Wealth (CWM 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	$4.56M	Buy	181,229 +156,940	+646%	+$3.97M	0.01%	850
2025 Q4	$612K	Sell	24,289 -6,380	-21%	-$161K	﹤0.01%	1791
2025 Q3	$777K	Buy	30,669 +11,973	+64%	+$302K	﹤0.01%	1543
2025 Q2	$469K	Buy	18,696 +1,933	+12%	+$48.3K	﹤0.01%	1626
2025 Q1	$421K	Buy	16,763 +9,960	+146%	+$250K	﹤0.01%	1526
2024 Q4	$170K	Buy	6,803 +3,038	+81%	+$76.4K	﹤0.01%	1937
2024 Q3	$95K	Buy	+3,765	New	+$94.7K	﹤0.01%	2227

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s TAFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 646% in Q1 2026, buying an estimated $3.97M and bringing the position to 181,229 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #850.

Carson Wealth (CWM LLC) first reported a position in TAFI in Q3 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Carson Wealth (CWM LLC) held 181,229 shares of AB Tax-Aware Short Duration Municipal ETF worth $4.56M as of Q1 2026.
Carson Wealth (CWM LLC) bought 156,940 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $3.97M.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #850 holding.
Carson Wealth (CWM LLC) first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.