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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
Q2 		$9.85M Buy
390,620
+2,163
+0.6% +$54.5K 1.09% 15
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
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
SA
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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strid Group's TAFI Position: Q2 2026 in Review

Strid Group increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 0.56% in Q2 2026, buying an estimated $54.5K and bringing the position to 390,620 shares worth $9.85M. The position accounts for 1.09% of the portfolio, ranked #15.

Strid Group first reported a position in TAFI in Q1 2024 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • Strid Group held 390,620 shares of AB Tax-Aware Short Duration Municipal ETF worth $9.85M as of Q2 2026.
  • Strid Group bought 2,163 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $54.5K.
  • AB Tax-Aware Short Duration Municipal ETF made up 1.09% of Strid Group's portfolio in Q2 2026, its #15 holding.
  • Strid Group first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.