Sanctuary Advisors
TAFM icon

Sanctuary Advisors’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Sanctuary Advisors’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$278K Buy
11,569
+2,505
+28% +$62.7K ﹤0.01% 2507
2026
Q2 		$233K Sell
9,064
-1,134
-11% -$28.9K ﹤0.01% 2511
2026
Q1 		$258K Buy
10,198
+128
+1% +$3.28K ﹤0.01% 2188
2025
Q4 		$256K Buy
+10,070
New +$257K ﹤0.01% 2121
2025
Q2 		– Sell
-18,376
Closed -$462K – 2447
2025
Q1 		$462K Sell
18,376
-28
-0.2% -$709 ﹤0.01% 1562
2024
Q4 		$467K Sell
18,404
-13,960
-43% -$356K ﹤0.01% 1720
2024
Q3 		$827K Buy
+32,364
New +$829K 0.01% 1371

Other funds holding TAFM

NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $854M AUM 28.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Sanctuary Advisors's TAFM Position: Q3 2026 in Review

Sanctuary Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 28% in Q3 2026, buying an estimated $62.7K and bringing the position to 11,569 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Sanctuary Advisors first reported a position in TAFM in Q3 2024 and has held it in 7 quarters since. The position peaked at $827K in Q3 2024. 46 funds tracked by Wall St. Rank hold TAFM as of Q3 2026.

  • Sanctuary Advisors held 11,569 shares of AB Tax-Aware Intermediate Municipal ETF worth $278K as of Q3 2026.
  • Sanctuary Advisors bought 2,505 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2026, an estimated $62.7K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q3 2026, its #2507 holding.
  • Sanctuary Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2024 and has held it in 7 quarters since.
  • Sanctuary Advisors's AB Tax-Aware Intermediate Municipal ETF position peaked at $827K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2026.

Based on Sanctuary Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.