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Kennedy Investment Group’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Kennedy Investment Group’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 		$1.29M Buy
51,044
+41
+0.1% +$1.03K 0.44% 53
2026
Q1 		$1.28M Buy
51,003
+3,466
+7% +$87.8K 0.5% 50
2025
Q4 		$1.2M Buy
47,537
+31,397
+195% +$793K 0.45% 55
2025
Q3 		$409K Buy
16,140
+2,123
+15% +$53.5K 0.16% 101
2025
Q2 		$352K Buy
+14,017
New +$350K 0.15% 108

Other funds holding TAFI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kennedy Investment Group's TAFI Position: Q2 2026 in Review

Kennedy Investment Group increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 0.08% in Q2 2026, buying an estimated $1.03K and bringing the position to 51,044 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #53.

Kennedy Investment Group first reported a position in TAFI in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Kennedy Investment Group held 51,044 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.29M as of Q2 2026.
  • Kennedy Investment Group bought 41 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $1.03K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.44% of Kennedy Investment Group's portfolio in Q2 2026, its #53 holding.
  • Kennedy Investment Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.