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

Kovitz Investment Group Partners’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
2025
Q1 		– Sell
-11,378
Closed -$284K – 1314
2024
Q4 		$284K Sell
11,378
-3,193
-22% -$80.3K ﹤0.01% 1058
2024
Q3 		$369 Buy
+14,571
New +$367K ﹤0.01% 1048

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AI
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SG
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ACA
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Kovitz Investment Group Partners's TAFI Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2025, closing a stake of 11,378 shares — an estimated $284K sold.

Kovitz Investment Group Partners first reported a position in TAFI in Q3 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2024. 54 funds tracked by Wall St. Rank hold TAFI as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,378 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2025, an estimated $284K.
  • Kovitz Investment Group Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's AB Tax-Aware Short Duration Municipal ETF position peaked at $284K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.