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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
Q2 		$3.37M Buy
133,481
+99,682
+295% +$2.51M 1.46% 13
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 $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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Wealth Advisors's TAFI Position: Q2 2026 in Review

Legacy Wealth Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 295% in Q2 2026, buying an estimated $2.51M and bringing the position to 133,481 shares worth $3.37M. The position accounts for 1.46% of the portfolio, ranked #13.

Legacy Wealth Advisors first reported a position in TAFI in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Legacy Wealth Advisors held 133,481 shares of AB Tax-Aware Short Duration Municipal ETF worth $3.37M as of Q2 2026.
  • Legacy Wealth Advisors bought 99,682 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $2.51M.
  • AB Tax-Aware Short Duration Municipal ETF made up 1.46% of Legacy Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Legacy Wealth Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.