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Sanctuary Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Sanctuary Advisors’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 		$16.3M Buy
646,462
+38,901
+6% +$979K 0.08% 268
2026
Q1 		$15.3M Buy
607,561
+9,053
+2% +$229K 0.08% 251
2025
Q4 		$15.1M Buy
598,508
+98,883
+20% +$2.5M 0.08% 243
2025
Q3 		$12.7M Buy
499,625
+30,572
+7% +$771K 0.07% 279
2025
Q2 		$11.8M Buy
469,053
+27,482
+6% +$686K 0.07% 282
2025
Q1 		$11.1M Buy
441,571
+228,342
+107% +$5.73M 0.08% 263
2024
Q4 		$5.35M Buy
213,229
+126,612
+146% +$3.18M 0.03% 475
2024
Q3 		$2.18M Buy
86,617
+70,053
+423% +$1.76M 0.01% 823
2024
Q2 		$413K Buy
+16,564
New +$413K ﹤0.01% 1760

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Sanctuary Advisors's TAFI Position: Q2 2026 in Review

Sanctuary Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 6.4% in Q2 2026, buying an estimated $979K and bringing the position to 646,462 shares worth $16.3M. The position accounts for 0.08% of the portfolio, ranked #268.

Sanctuary Advisors first reported a position in TAFI in Q2 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Sanctuary Advisors held 646,462 shares of AB Tax-Aware Short Duration Municipal ETF worth $16.3M as of Q2 2026.
  • Sanctuary Advisors bought 38,901 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $979K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #268 holding.
  • Sanctuary Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2024 and has held it in 9 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.