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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
Q1 		$258K Buy
10,198
+128
+1% +$3.27K ﹤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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Advisors's TAFM Position: Q1 2026 in Review

Sanctuary Advisors increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 1.3% in Q1 2026, buying an estimated $3.27K and bringing the position to 10,198 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Sanctuary Advisors first reported a position in TAFM in Q3 2024 and has held it in 5 quarters since. The position peaked at $827K in Q3 2024. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Sanctuary Advisors held 10,198 shares of AB Tax-Aware Intermediate Municipal ETF worth $258K as of Q1 2026.
  • Sanctuary Advisors bought 128 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $3.27K.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2188 holding.
  • Sanctuary Advisors first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q3 2024 and has held it in 5 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 Q1 2026.

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