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Flagship Harbor Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Flagship Harbor Advisors’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,605
Closed -$142K – 2020
2025
Q4 		$142K Buy
+5,605
New +$143K 0.01% 775

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Flagship Harbor Advisors's TAFM Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q1 2026, closing a stake of 5,605 shares — an estimated $142K sold.

Flagship Harbor Advisors first reported a position in TAFM in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 5,605 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $142K.
  • Flagship Harbor Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's AB Tax-Aware Intermediate Municipal ETF position peaked at $142K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.