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

Strid 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	$9.78M	Buy	388,457 +52,862	+16%	+$1.34M	1.21%	13
2025 Q4	$8.46M	Sell	335,595 -9,475	-3%	-$239K	1.05%	13
2025 Q3	$8.74M	Buy	345,070 +5,931	+2%	+$150K	1.11%	14
2025 Q2	$8.52M	Sell	339,139 -4,415	-1%	-$110K	1.2%	12
2025 Q1	$8.62M	Buy	343,554 +23,299	+7%	+$584K	1.34%	10
2024 Q4	$7.99M	Buy	320,255 +2,666	+0.8%	+$67K	1.25%	10
2024 Q3	$8.04M	Buy	317,589 +56,168	+21%	+$1.41M	1.22%	12
2024 Q2	$6.53M	Buy	261,421 +198,870	+318%	+$4.96M	1.08%	12
2024 Q1	$1.57M	Buy	+62,551	New	+$1.57M	0.28%	21

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Strid Group's TAFI Position: Q1 2026 in Review

Strid Group increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 16% in Q1 2026, buying an estimated $1.34M and bringing the position to 388,457 shares worth $9.78M. The position accounts for 1.21% of the portfolio, ranked #13.

Strid Group first reported a position in TAFI in Q1 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

Strid Group held 388,457 shares of AB Tax-Aware Short Duration Municipal ETF worth $9.78M as of Q1 2026.
Strid Group bought 52,862 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $1.34M.
AB Tax-Aware Short Duration Municipal ETF made up 1.21% of Strid Group's portfolio in Q1 2026, its #13 holding.
Strid Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.