UBS Group
TAFM icon

UBS Group’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

UBS Group’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
Q3 		– Sell
-9,325
Closed -$232K – 10911
2025
Q2 		$232K Buy
+9,325
New +$231K ﹤0.01% 6621

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

UBS Group's TAFM Position: Q3 2025 in Review

UBS Group sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2025, closing a stake of 9,325 shares — an estimated $232K sold.

UBS Group first reported a position in TAFM in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 32 funds tracked by Wall St. Rank hold TAFM as of Q3 2025.

  • UBS Group reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 9,325 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2025, an estimated $232K.
  • UBS Group first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and held it in 1 quarter.
  • UBS Group's AB Tax-Aware Intermediate Municipal ETF position peaked at $232K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.