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Concurrent Investment Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Concurrent Investment Advisors’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
Q1 		$2.17M Buy
85,867
+5,680
+7% +$145K 0.02% 586
2025
Q4 		$2.04M Buy
80,187
+15,086
+23% +$385K 0.02% 567
2025
Q3 		$1.65M Buy
65,101
+13,815
+27% +$344K 0.03% 514
2025
Q2 		$1.28M Buy
+51,286
New +$1.27M 0.02% 538

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's TAFM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 7.1% in Q1 2026, buying an estimated $145K and bringing the position to 85,867 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #586.

Concurrent Investment Advisors first reported a position in TAFM in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Concurrent Investment Advisors held 85,867 shares of AB Tax-Aware Intermediate Municipal ETF worth $2.17M as of Q1 2026.
  • Concurrent Investment Advisors bought 5,680 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $145K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #586 holding.
  • Concurrent Investment Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.