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Golden State Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Golden State Wealth Management’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
-846
Closed -$21.2K – 1658
2025
Q1 		$21.2K Buy
+846
New +$21.2K ﹤0.01% 785

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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
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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

Golden State Wealth Management's TAFI Position: Q2 2025 in Review

Golden State Wealth Management sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2025, closing a stake of 846 shares — an estimated $21.2K sold.

Golden State Wealth Management first reported a position in TAFI in Q1 2025 and held it in 1 quarter. The position peaked at $21.2K in Q1 2025. 65 funds tracked by Wall St. Rank hold TAFI as of Q2 2025.

  • Golden State Wealth Management reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 846 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2025, an estimated $21.2K.
  • Golden State Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's AB Tax-Aware Short Duration Municipal ETF position peaked at $21.2K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.