AllSquare Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

AllSquare Wealth Management’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	-21	Closed	-$962	–	571
2023 Q2	$962	Hold	21	–	–	﹤0.01%	505
2023 Q1	$983	Hold	21	–	–	﹤0.01%	496
2022 Q4	$958	Hold	21	–	–	﹤0.01%	476
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	489
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	492
2022 Q1	$1K	Buy	+21	New	+$1.05K	﹤0.01%	493

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

AllSquare Wealth Management's TFI Position: Q3 2023 in Review

AllSquare Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 21 shares — an estimated $962 sold.

AllSquare Wealth Management first reported a position in TFI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

AllSquare Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
AllSquare Wealth Management sold 21 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $962.
AllSquare Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 6 quarters.
AllSquare Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q3 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.