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Global Retirement Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Global Retirement Partners’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
2024
Q4 		$111K Buy
4,455
+18
+0.4% +$452 ﹤0.01% 1215
2024
Q3 		$112K Buy
4,437
+46
+1% +$1.16K ﹤0.01% 1186
2024
Q2 		$110K Buy
4,391
+1,619
+58% +$40.4K ﹤0.01% 1142
2024
Q1 		$69.5K Hold
2,772
– – ﹤0.01% 1249
2023
Q4 		$69.8K Buy
+2,772
New +$68.7K ﹤0.01% 1209

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Global Retirement Partners's TAFI Position: Q4 2024 in Review

Global Retirement Partners increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 0.41% in Q4 2024, buying an estimated $452 and bringing the position to 4,455 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Global Retirement Partners first reported a position in TAFI in Q4 2023 and has held it in 5 quarters since. The position peaked at $112K in Q3 2024. 52 funds tracked by Wall St. Rank hold TAFI as of Q4 2024.

  • Global Retirement Partners held 4,455 shares of AB Tax-Aware Short Duration Municipal ETF worth $111K as of Q4 2024.
  • Global Retirement Partners bought 18 AB Tax-Aware Short Duration Municipal ETF shares in Q4 2024, an estimated $452.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1215 holding.
  • Global Retirement Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2023 and has held it in 5 quarters since.
  • Global Retirement Partners's AB Tax-Aware Short Duration Municipal ETF position peaked at $112K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.