JY
TAFI icon

Jeff Yass’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Jeff Yass’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 		– Sell
-20,115
Closed -$506K – 14498
2026
Q1 		$506K Buy
+20,115
New +$509K ﹤0.01% 9631
2025
Q1 		– Sell
-10,321
Closed -$258K – 13432
2024
Q4 		$258K Buy
+10,321
New +$259K ﹤0.01% 10154
2023
Q2 		– Sell
-11,467
Closed -$288K – 13112
2023
Q1 		$288K Buy
+11,467
New +$288K ﹤0.01% 9813

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's TAFI Position: Q2 2026 in Review

Jeff Yass sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2026, closing a stake of 20,115 shares — an estimated $506K sold.

Jeff Yass first reported a position in TAFI in Q1 2023 and held it in 3 quarters. The position peaked at $506K in Q1 2026. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Jeff Yass reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 20,115 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $506K.
  • Jeff Yass first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2023 and held it in 3 quarters.
  • Jeff Yass's AB Tax-Aware Short Duration Municipal ETF position peaked at $506K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.