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Cary Street Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Cary Street Partners’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 		$3.32M Buy
131,764
+91,405
+226% +$2.3M 0.07% 266
2026
Q1 		$1.02M Buy
40,359
+16,538
+69% +$419K 0.03% 438
2025
Q4 		$601K Buy
+23,821
New +$602K 0.01% 559

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Cary Street Partners's TAFI Position: Q2 2026 in Review

Cary Street Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 226% in Q2 2026, buying an estimated $2.3M and bringing the position to 131,764 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #266.

Cary Street Partners first reported a position in TAFI in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Cary Street Partners held 131,764 shares of AB Tax-Aware Short Duration Municipal ETF worth $3.32M as of Q2 2026.
  • Cary Street Partners bought 91,405 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $2.3M.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #266 holding.
  • Cary Street Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.