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

Whipplewood 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 Q2	$2.18M	Buy	86,368 +7,578	+10%	+$191K	1.47%	16
2026 Q1	$1.98M	Sell	78,790 -2,382	-3%	-$60.3K	1.03%	21
2025 Q4	$2.05M	Buy	81,172 +616	+0.8%	+$15.6K	1.31%	18
2025 Q3	$2.04M	Buy	+80,556	New	+$2.03M	1.34%	19

Other funds holding TAFI

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Whipplewood Advisors's TAFI Position: Q2 2026 in Review

Whipplewood Advisors increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 9.6% in Q2 2026, buying an estimated $191K and bringing the position to 86,368 shares worth $2.18M. The position accounts for 1.47% of the portfolio, ranked #16.

Whipplewood Advisors first reported a position in TAFI in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

Whipplewood Advisors held 86,368 shares of AB Tax-Aware Short Duration Municipal ETF worth $2.18M as of Q2 2026.
Whipplewood Advisors bought 7,578 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $191K.
AB Tax-Aware Short Duration Municipal ETF made up 1.47% of Whipplewood Advisors's portfolio in Q2 2026, its #16 holding.
Whipplewood Advisors first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q3 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.