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VestGen Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

VestGen Advisors’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 		$923K Buy
36,681
+17,781
+94% +$450K 0.02% 481
2025
Q4 		$476K Hold
18,900
– – 0.02% 496
2025
Q3 		$479K Sell
18,900
-705
-4% -$17.8K 0.02% 491
2025
Q2 		$492K Buy
+19,605
New +$489K 0.02% 424

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
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

VestGen Advisors's TAFI Position: Q1 2026 in Review

VestGen Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 94% in Q1 2026, buying an estimated $450K and bringing the position to 36,681 shares worth $923K. The position accounts for 0.02% of the portfolio, ranked #481.

VestGen Advisors first reported a position in TAFI in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • VestGen Advisors held 36,681 shares of AB Tax-Aware Short Duration Municipal ETF worth $923K as of Q1 2026.
  • VestGen Advisors bought 17,781 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $450K.
  • AB Tax-Aware Short Duration Municipal ETF made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #481 holding.
  • VestGen Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.