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MMA Asset Management’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

MMA Asset Management’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,150
Closed -$105K – 288
2025
Q3 		$105K Buy
+4,150
New +$103K 0.04% 189

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

MMA Asset Management's TAFM Position: Q4 2025 in Review

MMA Asset Management sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q4 2025, closing a stake of 4,150 shares — an estimated $105K sold.

MMA Asset Management first reported a position in TAFM in Q3 2025 and held it in 1 quarter. The position peaked at $105K in Q3 2025. 41 funds tracked by Wall St. Rank hold TAFM as of Q4 2025.

  • MMA Asset Management reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 4,150 AB Tax-Aware Intermediate Municipal ETF shares in Q4 2025, an estimated $105K.
  • MMA Asset Management first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2025 and held it in 1 quarter.
  • MMA Asset Management's AB Tax-Aware Intermediate Municipal ETF position peaked at $105K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.