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

Platform Technology 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	$1.83M	Sell	72,675 -1,060	-1%	-$26.7K	0.3%	77
2026 Q1	$1.86M	Hold	73,735	–	–	0.36%	67
2025 Q4	$1.86M	Buy	73,735 +1,586	+2%	+$40.1K	0.4%	62
2025 Q3	$1.83M	Sell	72,149 -1,610	-2%	-$40.6K	0.44%	60
2025 Q2	$1.85M	Hold	73,759	–	–	0.48%	57
2025 Q1	$1.85M	Buy	73,759 +1	+0%	+$25	0.54%	50
2024 Q4	$1.84M	Sell	73,758 -1	-0%	-$25	0.56%	48
2024 Q3	$1.87M	Hold	73,759	–	–	0.59%	50
2024 Q2	$1.84M	Buy	+73,759	New	+$1.84M	0.63%	44
2023 Q4	$1.89M	Buy	75,162 +4,393	+6%	+$109K	0.73%	38
2023 Q3	$1.74M	Hold	70,769	–	–	0.81%	35
2023 Q2	$1.76M	Buy	70,769 +402	+0.6%	+$10.1K	0.83%	31
2023 Q1	$1.77M	Hold	70,367	–	–	0.87%	31
2022 Q4	$1.76M	Buy	70,367 +44,667	+174%	+$1.11M	0.91%	28
2022 Q3	$632K	Buy	+25,700	New	+$637K	0.36%	77

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

Platform Technology Partners's TAFI Position: Q2 2026 in Review

Platform Technology Partners reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1.4% in Q2 2026, selling an estimated $26.7K and leaving 72,675 shares worth $1.83M. The position accounts for 0.3% of the portfolio, ranked #77.

Platform Technology Partners first reported a position in TAFI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q4 2023. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Platform Technology Partners held 72,675 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.83M as of Q2 2026.
Platform Technology Partners sold 1,060 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $26.7K.
AB Tax-Aware Short Duration Municipal ETF made up 0.3% of Platform Technology Partners's portfolio in Q2 2026, its #77 holding.
Platform Technology Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2022 and has held it in 15 quarters since.
Platform Technology Partners's AB Tax-Aware Short Duration Municipal ETF position peaked at $1.89M in Q4 2023.
39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.