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Legacy Wealth Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Legacy Wealth Advisors’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 		$851K Buy
33,799
+476
+1% +$12.1K 0.43% 30
2025
Q4 		$840K Buy
+33,323
New +$842K 0.55% 30

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Legacy Wealth Advisors's TAFI Position: Q1 2026 in Review

Legacy Wealth Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 33,799 shares worth $851K. The position accounts for 0.43% of the portfolio, ranked #30.

Legacy Wealth Advisors first reported a position in TAFI in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Legacy Wealth Advisors held 33,799 shares of AB Tax-Aware Short Duration Municipal ETF worth $851K as of Q1 2026.
  • Legacy Wealth Advisors bought 476 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $12.1K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.43% of Legacy Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Legacy Wealth Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.