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Strategic Blueprint’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Strategic Blueprint’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
Q2 		– Sell
-7,990
Closed -$201K – 569
2023
Q1 		$201K Buy
+7,990
New +$200K 0.02% 495

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Osaic Holdings
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFG
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PTP
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Strategic Blueprint's TAFI Position: Q2 2023 in Review

Strategic Blueprint sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q2 2023, closing a stake of 7,990 shares — an estimated $201K sold.

Strategic Blueprint first reported a position in TAFI in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 23 funds tracked by Wall St. Rank hold TAFI as of Q2 2023.

  • Strategic Blueprint reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Blueprint sold 7,990 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2023, an estimated $201K.
  • Strategic Blueprint first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Blueprint's AB Tax-Aware Short Duration Municipal ETF position peaked at $201K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2023.

Based on Strategic Blueprint's 13F filing for Q2 2023, filed 18 Oct 2023.