Detalus Advisors
TAFI icon

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

Detalus 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
Q3 		– Sell
-9,805
Closed -$247K – 196
2026
Q2 		$247K Hold
9,805
– – 0.05% 167
2026
Q1 		$247K Hold
9,805
– – 0.06% 155
2025
Q4 		$247K Hold
9,805
– – 0.06% 152
2025
Q3 		$248K Hold
9,805
– – 0.06% 152
2025
Q2 		$246K Buy
+9,805
New +$245K 0.07% 143

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Raymond James Financial
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Detalus Advisors's TAFI Position: Q3 2026 in Review

Detalus Advisors sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2026, closing a stake of 9,805 shares — an estimated $247K sold.

Detalus Advisors first reported a position in TAFI in Q2 2025 and held it in 5 quarters. The position peaked at $248K in Q3 2025. 73 funds tracked by Wall St. Rank hold TAFI as of Q3 2026.

  • Detalus Advisors reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • Detalus Advisors sold 9,805 AB Tax-Aware Short Duration Municipal ETF shares in Q3 2026, an estimated $247K.
  • Detalus Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and held it in 5 quarters.
  • Detalus Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $248K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.