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Householder Group Estate & Retirement Specialist’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-545
Closed -$13K – 1141
2024
Q3 		$13K Hold
545
– – ﹤0.01% 781
2024
Q2 		$13K Buy
545
+300
+122% +$7.49K ﹤0.01% 772
2024
Q1 		$6.15K Hold
245
– – ﹤0.01% 903
2023
Q4 		$6K Buy
+245
New +$6.07K ﹤0.01% 874

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's TAFI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q4 2024, closing a stake of 545 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in TAFI in Q4 2023 and held it in 4 quarters. The position peaked at $13K in Q3 2024. 52 funds tracked by Wall St. Rank hold TAFI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 545 AB Tax-Aware Short Duration Municipal ETF shares in Q4 2024, an estimated $13K.
  • Householder Group Estate & Retirement Specialist first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's AB Tax-Aware Short Duration Municipal ETF position peaked at $13K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.