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

Lido 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	–	Sell	-13,200	Closed	-$334K	–	2128
2025 Q4	$334K	Hold	13,200	–	–	﹤0.01%	1507
2025 Q3	$334K	Hold	13,200	–	–	﹤0.01%	1428
2025 Q2	$331K	Hold	13,200	–	–	﹤0.01%	1288
2025 Q1	$331K	Hold	13,200	–	–	﹤0.01%	1169
2024 Q4	$331K	Hold	13,200	–	–	﹤0.01%	1176
2024 Q3	$334K	Hold	13,200	–	–	﹤0.01%	1110
2024 Q2	$330K	Hold	13,200	–	–	﹤0.01%	1071
2024 Q1	$331K	Hold	13,200	–	–	﹤0.01%	1049
2023 Q4	$333K	Buy	+13,200	New	+$327K	﹤0.01%	991

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lido Advisors's TAFI Position: Q1 2026 in Review

Lido Advisors sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026, closing a stake of 13,200 shares — an estimated $334K sold.

Lido Advisors first reported a position in TAFI in Q4 2023 and held it in 9 quarters. The position peaked at $334K in Q4 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Lido Advisors reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 13,200 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $334K.
Lido Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2023 and held it in 9 quarters.
Lido Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $334K in Q4 2025.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.