Alera Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Alera Investment Advisors’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,915	Closed	-$227K	–	172
2023 Q2	$227K	Buy	+4,915	New	+$228K	0.05%	157
2021 Q4	–	Sell	-5,563	Closed	-$287K	–	104
2021 Q3	$287K	Buy	+5,563	New	+$290K	0.08%	82
2020 Q4	–	Sell	-5,775	Closed	-$300K	–	89
2020 Q3	$300K	Buy	+5,775	New	+$301K	0.12%	56

Other funds holding TFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Alera Investment Advisors's TFI Position: Q3 2023 in Review

Alera Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 4,915 shares — an estimated $227K sold.

Alera Investment Advisors first reported a position in TFI in Q3 2020 and held it in 3 quarters. The position peaked at $300K in Q3 2020. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Alera Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Alera Investment Advisors sold 4,915 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $227K.
Alera Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 3 quarters.
Alera Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $300K in Q3 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Alera Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.