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

Baystate 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	-262	Closed	-$12.1K	–	1097
2023 Q2	$12.1K	Buy	262 +2	+0.8%	+$93	﹤0.01%	540
2023 Q1	$12.2K	Sell	260 -1,062	-80%	-$49.2K	﹤0.01%	526
2022 Q4	$60K	Buy	1,322 +1,065	+414%	+$47.8K	0.01%	310
2022 Q3	$11K	Buy	257 +1	+0.4%	+$46	﹤0.01%	531
2022 Q2	$12K	Buy	+256	New	+$11.8K	﹤0.01%	537
2018 Q1	–	Sell	-400	Closed	-$19K	–	725
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	305
2017 Q3	$20K	Hold	400	–	–	﹤0.01%	284
2017 Q2	$20K	Hold	400	–	–	﹤0.01%	277
2017 Q1	$19K	Hold	400	–	–	﹤0.01%	280
2016 Q4	$19K	Buy	+400	New	+$19.4K	﹤0.01%	238

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

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

Baystate Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 262 shares — an estimated $12.1K sold.

Baystate Wealth Management first reported a position in TFI in Q4 2016 and held it in 10 quarters. The position peaked at $60K in Q4 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Baystate Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 262 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $12.1K.
Baystate Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 10 quarters.
Baystate Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $60K in Q4 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.