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Fielder Capital Group’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Fielder Capital 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
2025
Q2 		– Sell
-23,806
Closed -$597K – 257
2025
Q1 		$597K Sell
23,806
-23,806
-50% -$597K 0.17% 82
2024
Q4 		$1.19M Buy
+47,612
New +$1.2M 0.37% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $9.98B AUM 26.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Fielder Capital Group's TAFI Position: Q2 2025 in Review

Fielder Capital Group sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2025, closing a stake of 23,806 shares — an estimated $597K sold.

Fielder Capital Group first reported a position in TAFI in Q4 2024 and held it in 2 quarters. The position peaked at $1.19M in Q4 2024. 65 funds tracked by Wall St. Rank hold TAFI as of Q2 2025.

  • Fielder Capital Group reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Fielder Capital Group sold 23,806 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2025, an estimated $597K.
  • Fielder Capital Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2024 and held it in 2 quarters.
  • Fielder Capital Group's AB Tax-Aware Short Duration Municipal ETF position peaked at $1.19M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2025.

Based on Fielder Capital Group's 13F filing for Q2 2025, filed 31 Jul 2025.