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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Buy
2025
Q2
$707K Buy
2025
Q1
$700K Buy
2024
Q4
$690K Buy
2024
Q3
$695K Sell
2024
Q2
$779K Buy
2024
Q1
$448K Buy