RWA Wealth Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

RWA Wealth 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
2023 Q3	–	Sell	-23,600	Closed	-$589K	–	388
2023 Q2	$589K	Buy	+23,600	New	+$590K	0.01%	212

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PTP

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

PAG

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

RWA Wealth Partners's TAFI Position: Q3 2023 in Review

RWA Wealth Partners sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2023, closing a stake of 23,600 shares — an estimated $589K sold.

RWA Wealth Partners first reported a position in TAFI in Q2 2023 and held it in 1 quarter. The position peaked at $589K in Q2 2023. 23 funds tracked by Wall St. Rank hold TAFI as of Q3 2023.

RWA Wealth Partners reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q3 2023 after selling out during the quarter.
RWA Wealth Partners sold 23,600 AB Tax-Aware Short Duration Municipal ETF shares in Q3 2023, an estimated $589K.
RWA Wealth Partners first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2023 and held it in 1 quarter.
RWA Wealth Partners's AB Tax-Aware Short Duration Municipal ETF position peaked at $589K in Q2 2023.
23 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2023.

Based on RWA Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.