Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$469K Buy
18,696
+1,933
+12% +$48.5K ﹤0.01% 1624
2025
Q1 		$421K Buy
16,763
+9,960
+146% +$250K ﹤0.01% 1524
2024
Q4 		$170K Buy
6,803
+3,038
+81% +$75.9K ﹤0.01% 1935
2024
Q3 		$95K Buy
+3,765
New +$95K ﹤0.01% 2225