Centerpoint Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Centerpoint Advisors’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 Q4	–	Sell	-190	Closed	-$8K	–	589
2023 Q3	$8K	Hold	190	–	–	﹤0.01%	352
2023 Q2	$9K	Hold	190	–	–	﹤0.01%	350
2023 Q1	$9K	Buy	+190	New	+$8.8K	﹤0.01%	361
2021 Q4	–	Sell	-2	Closed	–	–	463
2021 Q3	$0	Hold	2	–	–	﹤0.01%	313
2021 Q2	$0	Buy	+2	New	+$104	﹤0.01%	305

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centerpoint Advisors's TFI Position: Q4 2023 in Review

Centerpoint Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 190 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in TFI in Q2 2021 and held it in 5 quarters. The position peaked at $9K in Q2 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

Centerpoint Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 190 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $8K.
Centerpoint Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 5 quarters.
Centerpoint Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9K in Q2 2023.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.