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

OneDigital Investment 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 		$290K Sell
11,504
-119
-1% -$3.01K ﹤0.01% 1197
2025
Q4 		$293K Sell
11,623
-121
-1% -$3.06K ﹤0.01% 1227
2025
Q3 		$298K Sell
11,744
-113
-1% -$2.85K ﹤0.01% 1189
2025
Q2 		$298K Sell
11,857
-14,193
-54% -$354K ﹤0.01% 1174
2025
Q1 		$654K Hold
26,050
– – 0.01% 762
2024
Q4 		$650K Sell
26,050
-9,400
-27% -$236K 0.01% 788
2024
Q3 		$898K Buy
35,450
+1,000
+3% +$25.2K 0.01% 689
2024
Q2 		$860K Buy
+34,450
New +$860K 0.01% 667

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OneDigital Investment Advisors's TAFI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1% in Q1 2026, selling an estimated $3.01K and leaving 11,504 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

OneDigital Investment Advisors first reported a position in TAFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $898K in Q3 2024. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • OneDigital Investment Advisors held 11,504 shares of AB Tax-Aware Short Duration Municipal ETF worth $290K as of Q1 2026.
  • OneDigital Investment Advisors sold 119 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $3.01K.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1197 holding.
  • OneDigital Investment Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2024 and has held it in 8 quarters since.
  • OneDigital Investment Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $898K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.