HB Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
28,152
+235
| +0.8% | +$5.9K | 0.01% | 615 |
|
|
2025
Q1 | $700K | Buy |
27,917
+250
| +0.9% | +$6.27K | 0.01% | 640 |
|
|
2024
Q4 | $690K | Buy |
27,667
+223
| +0.8% | +$5.56K | 0.01% | 516 |
|
|
2024
Q3 | $695K | Sell |
27,444
-3,753
| -12% | -$95K | 0.01% | 478 |
|
|
2024
Q2 | $779K | Buy |
31,197
+13,334
| +75% | +$333K | 0.01% | 421 |
|
|
2024
Q1 | $448K | Buy |
+17,863
| New | +$448K | 0.01% | 536 |
|