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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
Q1 		$240K Buy
+9,542
New +$242K ﹤0.01% 2136

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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

&Partners's TAFI Position: Q1 2026 in Review

&Partners opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q1 2026: 9,542 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings.

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

  • &Partners held 9,542 shares of AB Tax-Aware Short Duration Municipal ETF worth $240K as of Q1 2026.
  • AB Tax-Aware Short Duration Municipal ETF was a new &Partners position in Q1 2026.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2136 holding.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.