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Smith Anglin Financial’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$2.06M Buy
82,061
+683
+0.8% +$17.1K 0.19% 49
2025
Q1 		$2.04M Buy
81,378
+729
+0.9% +$18.3K 0.22% 47
2024
Q4 		$2.01M Buy
80,649
+649
+0.8% +$16.3K 0.19% 48
2024
Q3 		$2.03M Buy
+80,000
New +$2.01M 0.2% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Smith Anglin Financial's TAFI Position: Q2 2025 in Review

Smith Anglin Financial increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 0.84% in Q2 2025, buying an estimated $17.1K and bringing the position to 82,061 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #49.

Smith Anglin Financial first reported a position in TAFI in Q3 2024 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold TAFI as of Q2 2025.

  • Smith Anglin Financial held 82,061 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.06M as of Q2 2025.
  • Smith Anglin Financial bought 683 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2025, an estimated $17.1K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.19% of Smith Anglin Financial's portfolio in Q2 2025, its #49 holding.
  • Smith Anglin Financial first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2024 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.