EH
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Equitable Holdings’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Equitable Holdings’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 		– Sell
-10,030
Closed -$252K – 1588
2025
Q2 		$252K Buy
10,030
+1,692
+20% +$42.2K ﹤0.01% 1269
2025
Q1 		$209K Buy
+8,338
New +$209K ﹤0.01% 1234

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Equitable Holdings's TAFI Position: Q3 2025 in Review

Equitable Holdings sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2025, closing a stake of 10,030 shares — an estimated $252K sold.

Equitable Holdings first reported a position in TAFI in Q1 2025 and held it in 2 quarters. The position peaked at $252K in Q2 2025. 74 funds tracked by Wall St. Rank hold TAFI as of Q3 2025.

  • Equitable Holdings reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 10,030 AB Tax-Aware Short Duration Municipal ETF shares in Q3 2025, an estimated $252K.
  • Equitable Holdings first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and held it in 2 quarters.
  • Equitable Holdings's AB Tax-Aware Short Duration Municipal ETF position peaked at $252K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.