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&Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

&Partners’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 		$376K Buy
14,920
+5,378
+56% +$135K ﹤0.01% 1996
2026
Q1 		$240K Buy
+9,542
New +$242K ﹤0.01% 2136

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $786B AUM 40.34% 1-Year Est. Return

&Partners's TAFI Position: Q2 2026 in Review

&Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 56% in Q2 2026, buying an estimated $135K and bringing the position to 14,920 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

&Partners first reported a position in TAFI in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • &Partners held 14,920 shares of AB Tax-Aware Short Duration Municipal ETF worth $376K as of Q2 2026.
  • &Partners bought 5,378 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $135K.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1996 holding.
  • &Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.