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ASB Consultores’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

ASB Consultores’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
-6,866
Closed -$317K – 190
2023
Q2 		$317K Buy
+6,866
New +$318K 0.15% 125
2023
Q1 		– Sell
-12,892
Closed -$588K – 220
2022
Q4 		$588K Sell
12,892
-30
-0.2% -$1.35K 0.24% 51
2022
Q3 		$568K Hold
12,922
– – 0.27% 46
2022
Q2 		$593K Buy
+12,922
New +$597K 0.26% 41

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ASB Consultores's TFI Position: Q3 2023 in Review

ASB Consultores sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 6,866 shares — an estimated $317K sold.

ASB Consultores first reported a position in TFI in Q2 2022 and held it in 4 quarters. The position peaked at $593K in Q2 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • ASB Consultores reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • ASB Consultores sold 6,866 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $317K.
  • ASB Consultores first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 4 quarters.
  • ASB Consultores's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $593K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on ASB Consultores's 13F filing for Q3 2023, filed 28 Nov 2023.