ORBA Wealth Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

ORBA Wealth 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 Q2	$538K	Sell	21,320 -1,200	-5%	-$30.2K	0.46%	47
2026 Q1	$567K	Buy	22,520 +3,499	+18%	+$88.6K	0.68%	43
2025 Q4	$480K	Buy	19,021 +8,636	+83%	+$218K	0.42%	52
2025 Q3	$263K	Buy	+10,385	New	+$262K	0.22%	72

Other funds holding TAFI

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ORBA Wealth Advisors's TAFI Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 5.3% in Q2 2026, selling an estimated $30.2K and leaving 21,320 shares worth $538K. The position accounts for 0.46% of the portfolio, ranked #47.

ORBA Wealth Advisors first reported a position in TAFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $567K in Q1 2026. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

ORBA Wealth Advisors held 21,320 shares of AB Tax-Aware Short Duration Municipal ETF worth $538K as of Q2 2026.
ORBA Wealth Advisors sold 1,200 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $30.2K.
AB Tax-Aware Short Duration Municipal ETF made up 0.46% of ORBA Wealth Advisors's portfolio in Q2 2026, its #47 holding.
ORBA Wealth Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2025 and has held it in 4 quarters since.
ORBA Wealth Advisors's AB Tax-Aware Short Duration Municipal ETF position peaked at $567K in Q1 2026.
39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.