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

Sagespring Wealth 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	$11M	Buy	436,590 +45,615	+12%	+$1.15M	0.17%	72
2026 Q1	$9.84M	Buy	390,975 +47,390	+14%	+$1.2M	0.18%	71
2025 Q4	$8.66M	Buy	343,585 +8,783	+3%	+$222K	0.16%	78
2025 Q3	$8.48M	Sell	334,802 -11,474	-3%	-$289K	0.17%	71
2025 Q2	$8.69M	Buy	346,276 +335,065	+2,989%	+$8.36M	0.19%	65
2025 Q1	$281K	Buy	+11,211	New	+$281K	0.01%	535

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sagespring Wealth Partners's TAFI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 12% in Q2 2026, buying an estimated $1.15M and bringing the position to 436,590 shares worth $11M. The position accounts for 0.17% of the portfolio, ranked #72.

Sagespring Wealth Partners first reported a position in TAFI in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Sagespring Wealth Partners held 436,590 shares of AB Tax-Aware Short Duration Municipal ETF worth $11M as of Q2 2026.
Sagespring Wealth Partners bought 45,615 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $1.15M.
AB Tax-Aware Short Duration Municipal ETF made up 0.17% of Sagespring Wealth Partners's portfolio in Q2 2026, its #72 holding.
Sagespring Wealth Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.