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SevenBridge Financial Group’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

SevenBridge Financial Group’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 		$7.01M Sell
277,815
-12,700
-4% -$322K 1.1% 23
2025
Q4 		$7.36M Sell
290,515
-4,945
-2% -$125K 1.18% 21
2025
Q3 		$7.46M Buy
295,460
+15,092
+5% +$380K 1.23% 17
2025
Q2 		$7.06M Buy
280,368
+59,620
+27% +$1.49M 1.24% 15
2025
Q1 		$5.5M Sell
220,748
-46,226
-17% -$1.16M 1.08% 16
2024
Q4 		$6.7M Buy
266,974
+23,740
+10% +$597K 1.27% 17
2024
Q3 		$6.11M Buy
243,234
+8,241
+4% +$207K 1.18% 20
2024
Q2 		$5.91M Sell
234,993
-1,600
-0.7% -$39.9K 1.31% 17
2024
Q1 		$5.9M Sell
236,593
-9,555
-4% -$240K 1.34% 17
2023
Q4 		$6.2M Buy
246,148
+1,895
+0.8% +$47K 1.46% 15
2023
Q3 		$6.01M Buy
244,253
+7,140
+3% +$177K 1.55% 14
2023
Q2 		$5.92M Buy
237,113
+15,751
+7% +$394K 1.53% 17
2023
Q1 		$5.57M Buy
221,362
+26,733
+14% +$671K 1.53% 16
2022
Q4 		$4.86M Buy
+194,629
New +$4.83M 1.42% 20

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

SevenBridge Financial Group's TAFI Position: Q1 2026 in Review

SevenBridge Financial Group reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 4.4% in Q1 2026, selling an estimated $322K and leaving 277,815 shares worth $7.01M. The position accounts for 1.1% of the portfolio, ranked #23.

SevenBridge Financial Group first reported a position in TAFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.46M in Q3 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • SevenBridge Financial Group held 277,815 shares of AB Tax-Aware Short Duration Municipal ETF worth $7.01M as of Q1 2026.
  • SevenBridge Financial Group sold 12,700 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $322K.
  • AB Tax-Aware Short Duration Municipal ETF made up 1.1% of SevenBridge Financial Group's portfolio in Q1 2026, its #23 holding.
  • SevenBridge Financial Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2022 and has held it in 14 quarters since.
  • SevenBridge Financial Group's AB Tax-Aware Short Duration Municipal ETF position peaked at $7.46M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.