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Old Mission Capital’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Old Mission Capital’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
2026
Q1 		$498K Buy
19,701
+4,293
+28% +$110K 0.01% 725
2025
Q4 		$392K Buy
+15,408
New +$393K 0.01% 764

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Old Mission Capital's TAFM Position: Q1 2026 in Review

Old Mission Capital increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 28% in Q1 2026, buying an estimated $110K and bringing the position to 19,701 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #725.

Old Mission Capital first reported a position in TAFM in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Old Mission Capital held 19,701 shares of AB Tax-Aware Intermediate Municipal ETF worth $498K as of Q1 2026.
  • Old Mission Capital bought 4,293 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $110K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Old Mission Capital's portfolio in Q1 2026, its #725 holding.
  • Old Mission Capital first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.