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Silver Oak Securities’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Silver Oak Securities’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
2025
Q1 		– Sell
-12,549
Closed -$317K – 710
2024
Q4 		$317K Buy
+12,549
New +$320K 0.03% 486

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silver Oak Securities's TAFM Position: Q1 2025 in Review

Silver Oak Securities sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q1 2025, closing a stake of 12,549 shares — an estimated $317K sold.

Silver Oak Securities first reported a position in TAFM in Q4 2024 and held it in 1 quarter. The position peaked at $317K in Q4 2024. 21 funds tracked by Wall St. Rank hold TAFM as of Q1 2025.

  • Silver Oak Securities reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 12,549 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2025, an estimated $317K.
  • Silver Oak Securities first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q4 2024 and held it in 1 quarter.
  • Silver Oak Securities's AB Tax-Aware Intermediate Municipal ETF position peaked at $317K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.