Modern Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Modern Wealth Management’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	$1.09M	Buy	+43,470	New	+$1.1M	0.02%	407

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

Modern Wealth Management's TAFI Position: Q1 2026 in Review

Modern Wealth Management opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026: 43,470 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #407 among its holdings.

97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Modern Wealth Management held 43,470 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.09M as of Q1 2026.
AB Tax-Aware Short Duration Municipal ETF was a new Modern Wealth Management position in Q1 2026.
AB Tax-Aware Short Duration Municipal ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #407 holding.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.