Independent Advisor Alliance’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Independent Advisor Alliance’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	$2.51M	Buy	+99,614	New	+$2.52M	0.03%	491

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Independent Advisor Alliance's TAFI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026: 99,614 shares worth $2.51M. The stake represents 0.03% of the portfolio and ranks #491 among its holdings.

97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Independent Advisor Alliance held 99,614 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.51M as of Q1 2026.
AB Tax-Aware Short Duration Municipal ETF was a new Independent Advisor Alliance position in Q1 2026.
AB Tax-Aware Short Duration Municipal ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #491 holding.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.