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

StoneX 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
Q2 		– Sell
-9,743
Closed -$245K – 1564
2026
Q1 		$245K Sell
9,743
-253
-3% -$6.41K 0.01% 655
2025
Q4 		$253K Buy
9,996
+1,393
+16% +$35.2K 0.01% 774
2025
Q3 		$218K Sell
8,603
-65
-0.7% -$1.64K 0.01% 798
2025
Q2 		$218K Buy
+8,668
New +$216K 0.01% 750

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StoneX Group's TAFI Position: Q2 2026 in Review

StoneX Group sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2026, closing a stake of 9,743 shares — an estimated $245K sold.

StoneX Group first reported a position in TAFI in Q2 2025 and held it in 4 quarters. The position peaked at $253K in Q4 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • StoneX Group reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • StoneX Group sold 9,743 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $245K.
  • StoneX Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and held it in 4 quarters.
  • StoneX Group's AB Tax-Aware Short Duration Municipal ETF position peaked at $253K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.