Kestra Advisory Services’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
62,638
+15,765
+34% +$402K 0.01% 1486
2026
Q1
$1.19M Buy
46,873
+8,429
+22% +$216K ﹤0.01% 1614
2025
Q4
$977K Buy
38,444
+23,786
+162% +$607K ﹤0.01% 1667
2025
Q3
$373K Buy
14,658
+5,107
+53% +$127K ﹤0.01% 2273
2025
Q2
$238K Buy
+9,551
New +$237K ﹤0.01% 2544

Other funds holding TAFM

Kestra Advisory Services's TAFM Position: Q2 2026 in Review

Kestra Advisory Services increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 34% in Q2 2026, buying an estimated $402K and bringing the position to 62,638 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1486.

Kestra Advisory Services first reported a position in TAFM in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Kestra Advisory Services held 62,638 shares of AB Tax-Aware Intermediate Municipal ETF worth $1.61M as of Q2 2026.
  • Kestra Advisory Services bought 15,765 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $402K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1486 holding.
  • Kestra Advisory Services first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.