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Concurrent Investment Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Concurrent Investment Advisors’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 		$4.44M Buy
+176,204
New +$4.44M 0.04% 468

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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 $43.3B AUM 29.3% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Concurrent Investment Advisors's TAFI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2026: 176,204 shares worth $4.44M. The stake represents 0.04% of the portfolio and ranks #468 among its holdings.

31 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Concurrent Investment Advisors held 176,204 shares of AB Tax-Aware Short Duration Municipal ETF worth $4.44M as of Q2 2026.
  • AB Tax-Aware Short Duration Municipal ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #468 holding.
  • 31 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.