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Cornerstone Wealth Group’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Cornerstone Wealth Group’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 		$1.55M Sell
61,619
-34
-0.1% -$856 0.09% 140
2026
Q1 		$1.55M Buy
61,653
+3,867
+7% +$97.9K 0.1% 138
2025
Q4 		$1.46M Sell
57,786
-4,402
-7% -$111K 0.1% 126
2025
Q3 		$1.58M Buy
62,188
+1,954
+3% +$49.3K 0.11% 121
2025
Q2 		$1.51M Buy
60,234
+869
+1% +$21.7K 0.11% 114
2025
Q1 		$1.49M Buy
59,365
+8,516
+17% +$214K 0.12% 119
2024
Q4 		$1.27M Buy
50,849
+45
+0.1% +$1.13K 0.1% 122
2024
Q3 		$1.29M Sell
50,804
-8,326
-14% -$209K 0.11% 120
2024
Q2 		$1.48M Sell
59,130
-2,385
-4% -$59.5K 0.13% 113
2024
Q1 		$1.54M Buy
61,515
+1,994
+3% +$50.1K 0.14% 108
2023
Q4 		$1.5M Buy
59,521
+14,087
+31% +$349K 0.21% 85
2023
Q3 		$1.12M Sell
45,434
-2,647
-6% -$65.8K 0.2% 93
2023
Q2 		$1.2M Sell
48,081
-1,159
-2% -$29K 0.22% 90
2023
Q1 		$1.24M Sell
49,240
-2,244
-4% -$56.3K 0.22% 95
2022
Q4 		$1.29M Buy
+51,484
New +$1.28M 0.24% 85

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Wealth Group's TAFI Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 0.06% in Q2 2026, selling an estimated $856 and leaving 61,619 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #140.

Cornerstone Wealth Group first reported a position in TAFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q3 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Cornerstone Wealth Group held 61,619 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.55M as of Q2 2026.
  • Cornerstone Wealth Group sold 34 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $856.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.09% of Cornerstone Wealth Group's portfolio in Q2 2026, its #140 holding.
  • Cornerstone Wealth Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Wealth Group's AB Tax-Aware Short Duration Municipal ETF position peaked at $1.58M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.