MML Investors Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

MML Investors Services’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	$3.26M	Buy	129,281 +56,746	+78%	+$1.44M	0.01%	1047
2025 Q4	$1.83M	Buy	72,535 +3,511	+5%	+$88.7K	﹤0.01%	1426
2025 Q3	$1.75M	Buy	69,024 +41,445	+150%	+$1.04M	﹤0.01%	1390
2025 Q2	$693K	Sell	27,579 -13,385	-33%	-$334K	﹤0.01%	1884
2025 Q1	$1.03M	Sell	40,964 -4,343	-10%	-$109K	﹤0.01%	1552
2024 Q4	$1.13M	Sell	45,307 -27,633	-38%	-$695K	﹤0.01%	1425
2024 Q3	$1.85M	Sell	72,940 -5,140	-7%	-$129K	0.01%	1134
2024 Q2	$1.95M	Sell	78,080 -4,656	-6%	-$116K	0.01%	1041
2024 Q1	$2.08M	Buy	+82,736	New	+$2.08M	0.01%	1035

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

MML Investors Services's TAFI Position: Q1 2026 in Review

MML Investors Services increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 78% in Q1 2026, buying an estimated $1.44M and bringing the position to 129,281 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #1047.

MML Investors Services first reported a position in TAFI in Q1 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

MML Investors Services held 129,281 shares of AB Tax-Aware Short Duration Municipal ETF worth $3.26M as of Q1 2026.
MML Investors Services bought 56,746 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $1.44M.
AB Tax-Aware Short Duration Municipal ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1047 holding.
MML Investors Services first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.