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 Q3	$1.76M	Sell	71,715 -960	-1%	-$24K	0.28%	80
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Platform Technology Partners's TAFI Position: Q3 2026 in Review

Platform Technology Partners reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1.3% in Q3 2026, selling an estimated $24K and leaving 71,715 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #80.

Platform Technology Partners first reported a position in TAFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q4 2023. 72 funds tracked by Wall St. Rank hold TAFI as of Q3 2026.

Platform Technology Partners held 71,715 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.76M as of Q3 2026.
Platform Technology Partners sold 960 AB Tax-Aware Short Duration Municipal ETF shares in Q3 2026, an estimated $24K.
AB Tax-Aware Short Duration Municipal ETF made up 0.28% of Platform Technology Partners's portfolio in Q3 2026, its #80 holding.
Platform Technology Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2022 and has held it in 16 quarters since.
Platform Technology Partners's AB Tax-Aware Short Duration Municipal ETF position peaked at $1.89M in Q4 2023.
72 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.