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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
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
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Sagespring Wealth Partners's TAFI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 14% in Q1 2026, buying an estimated $1.2M and bringing the position to 390,975 shares worth $9.84M. The position accounts for 0.18% of the portfolio, ranked #71.

Sagespring Wealth Partners first reported a position in TAFI in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Sagespring Wealth Partners held 390,975 shares of AB Tax-Aware Short Duration Municipal ETF worth $9.84M as of Q1 2026.
  • Sagespring Wealth Partners bought 47,390 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $1.2M.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.18% of Sagespring Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Sagespring Wealth Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.