Cambridge Trust’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cambridge Trust’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
2024 Q1	$27.9K	Hold	600	–	–	﹤0.01%	487
2023 Q4	$28.2K	Sell	600 -205	-25%	-$9.2K	﹤0.01%	476
2023 Q3	$35.2K	Buy	805 +205	+34%	+$9.32K	﹤0.01%	453
2023 Q2	$27.7K	Sell	600 -100	-14%	-$4.63K	﹤0.01%	482
2023 Q1	$32.8K	Hold	700	–	–	﹤0.01%	484
2022 Q4	$32K	Hold	700	–	–	﹤0.01%	496
2022 Q3	$31K	Sell	700 -100	-13%	-$4.6K	﹤0.01%	509
2022 Q2	$37K	Sell	800 -170	-18%	-$7.85K	﹤0.01%	526
2022 Q1	$46K	Hold	970	–	–	﹤0.01%	542
2021 Q4	$50K	Buy	+970	New	+$50K	﹤0.01%	531

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCWA

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Trust's TFI Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q1 2024 at 600 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Cambridge Trust first reported a position in TFI in Q4 2021 and has held it in 10 quarters since. The position peaked at $50K in Q4 2021. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

Cambridge Trust held 600 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $27.9K as of Q1 2024.
Cambridge Trust left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q1 2024.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #487 holding.
Cambridge Trust first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $50K in Q4 2021.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.