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

CarsonAllaria 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
2024
Q4 		– Sell
-11
Closed -$515 – 389
2024
Q3 		$515 Buy
+11
New +$510 ﹤0.01% 379

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CarsonAllaria Wealth Management's TFI Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 11 shares — an estimated $515 sold.

CarsonAllaria Wealth Management first reported a position in TFI in Q3 2024 and held it in 1 quarter. The position peaked at $515 in Q3 2024. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 11 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $515.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $515 in Q3 2024.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.