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

IHT 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
2026 Q2	$698K	Sell	27,659 -166,110	-86%	-$4.18M	0.01%	723
2026 Q1	$4.88M	Buy	193,769 +161,672	+504%	+$4.09M	0.11%	193
2025 Q4	$809K	Buy	+32,097	New	+$811K	0.02%	601

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's TAFI Position: Q2 2026 in Review

IHT Wealth Management reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 86% in Q2 2026, selling an estimated $4.18M and leaving 27,659 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #723.

IHT Wealth Management first reported a position in TAFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q1 2026. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

IHT Wealth Management held 27,659 shares of AB Tax-Aware Short Duration Municipal ETF worth $698K as of Q2 2026.
IHT Wealth Management sold 166,110 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $4.18M.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #723 holding.
IHT Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and has held it in 3 quarters since.
IHT Wealth Management's AB Tax-Aware Short Duration Municipal ETF position peaked at $4.88M in Q1 2026.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.