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

Aspire 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
2022
Q4 		– Sell
-51
Closed -$2K – 199
2022
Q3 		$2K Hold
51
– – ﹤0.01% 162
2022
Q2 		$2K Sell
51
-51
-50% -$2.35K ﹤0.01% 170
2022
Q1 		$5K Sell
102
-52
-34% -$2.59K ﹤0.01% 163
2021
Q4 		$8K Buy
+154
New +$7.94K 0.01% 157

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's TFI Position: Q4 2022 in Review

Aspire Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 51 shares — an estimated $2K sold.

Aspire Wealth Management first reported a position in TFI in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • Aspire Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 51 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $2K.
  • Aspire Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • Aspire Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $8K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.