PWM
TAFI icon

Perigon Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Perigon Wealth Management’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 		$1.94M Buy
77,234
+19,942
+35% +$505K 0.04% 385
2025
Q4 		$1.44M Buy
57,292
+33,000
+136% +$834K 0.03% 448
2025
Q3 		$616K Buy
+24,292
New +$612K 0.01% 665

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

Perigon Wealth Management's TAFI Position: Q1 2026 in Review

Perigon Wealth Management increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 35% in Q1 2026, buying an estimated $505K and bringing the position to 77,234 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #385.

Perigon Wealth Management first reported a position in TAFI in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Perigon Wealth Management held 77,234 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.94M as of Q1 2026.
  • Perigon Wealth Management bought 19,942 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $505K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #385 holding.
  • Perigon Wealth Management first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.