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Fourth Dimension Wealth’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Fourth Dimension Wealth’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
2026
Q1 		$835K Buy
33,169
+439
+1% +$11.1K 0.32% 55
2025
Q4 		$825K Buy
32,730
+4,312
+15% +$109K 0.3% 58
2025
Q3 		$720K Sell
28,418
-662
-2% -$16.7K 0.27% 61
2025
Q2 		$730K Buy
29,080
+428
+1% +$10.7K 0.31% 58
2025
Q1 		$719K Buy
28,652
+5,206
+22% +$131K 0.35% 53
2024
Q4 		$585K Buy
+23,446
New +$589K 0.31% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fourth Dimension Wealth's TAFI Position: Q1 2026 in Review

Fourth Dimension Wealth increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 33,169 shares worth $835K. The position accounts for 0.32% of the portfolio, ranked #55.

Fourth Dimension Wealth first reported a position in TAFI in Q4 2024 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Fourth Dimension Wealth held 33,169 shares of AB Tax-Aware Short Duration Municipal ETF worth $835K as of Q1 2026.
  • Fourth Dimension Wealth bought 439 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $11.1K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.32% of Fourth Dimension Wealth's portfolio in Q1 2026, its #55 holding.
  • Fourth Dimension Wealth first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.