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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
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 $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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Sanctuary Advisors's TAFI Position: Q1 2026 in Review

Sanctuary Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 1.5% in Q1 2026, buying an estimated $229K and bringing the position to 607,561 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #251.

Sanctuary Advisors first reported a position in TAFI in Q2 2024 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • Sanctuary Advisors held 607,561 shares of AB Tax-Aware Short Duration Municipal ETF worth $15.3M as of Q1 2026.
  • Sanctuary Advisors bought 9,053 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $229K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.08% of Sanctuary Advisors's portfolio in Q1 2026, its #251 holding.
  • Sanctuary Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2024 and has held it in 8 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.