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

Enclave 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
2025
Q4 		– Sell
-10,495
Closed -$266K – 133
2025
Q3 		$266K Buy
+10,495
New +$265K 0.04% 107

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Enclave Advisors's TAFI Position: Q4 2025 in Review

Enclave Advisors sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q4 2025, closing a stake of 10,495 shares — an estimated $266K sold.

Enclave Advisors first reported a position in TAFI in Q3 2025 and held it in 1 quarter. The position peaked at $266K in Q3 2025. 85 funds tracked by Wall St. Rank hold TAFI as of Q4 2025.

  • Enclave Advisors reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Enclave Advisors sold 10,495 AB Tax-Aware Short Duration Municipal ETF shares in Q4 2025, an estimated $266K.
  • Enclave Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2025 and held it in 1 quarter.
  • Enclave Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $266K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q4 2025.

Based on Enclave Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.