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

Encompass Wealth 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 Q3	$449K	Hold
2025 Q2	$444K	Hold
2025 Q1	$444K	Hold
2024 Q4	$442K	Hold
2024 Q3	$448K	Hold
2024 Q2	$442K	Buy
2024 Q1	$344K	Buy
2023 Q4	$244K	Hold
2023 Q3	$239K	Buy
2023 Q2	$217K	Buy