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Vestmark Advisory Solutions’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Vestmark Advisory Solutions’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
-191,023
Closed -$4.76M – 990
2025
Q2 		$4.76M Buy
+191,023
New +$4.74M 0.07% 212

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

Vestmark Advisory Solutions's TAFM Position: Q3 2025 in Review

Vestmark Advisory Solutions sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2025, closing a stake of 191,023 shares — an estimated $4.76M sold.

Vestmark Advisory Solutions first reported a position in TAFM in Q2 2025 and held it in 1 quarter. The position peaked at $4.76M in Q2 2025. 32 funds tracked by Wall St. Rank hold TAFM as of Q3 2025.

  • Vestmark Advisory Solutions reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 191,023 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2025, an estimated $4.76M.
  • Vestmark Advisory Solutions first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Vestmark Advisory Solutions's AB Tax-Aware Intermediate Municipal ETF position peaked at $4.76M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.