Cary Street Partners’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Cary Street Partners’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	$308K	Buy	11,994 +107	+0.9%	+$2.73K	0.01%	804
2026 Q1	$301K	Sell	11,887 -3,912	-25%	-$100K	0.01%	718
2025 Q4	$402K	Buy	+15,799	New	+$403K	0.01%	654

Other funds holding TAFM

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

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

Cary Street Partners increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 0.9% in Q2 2026, buying an estimated $2.73K and bringing the position to 11,994 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #804.

Cary Street Partners first reported a position in TAFM in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q4 2025. 6 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

Cary Street Partners held 11,994 shares of AB Tax-Aware Intermediate Municipal ETF worth $308K as of Q2 2026.
Cary Street Partners bought 107 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $2.73K.
AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #804 holding.
Cary Street Partners first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
Cary Street Partners's AB Tax-Aware Intermediate Municipal ETF position peaked at $402K in Q4 2025.
6 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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