Chicago Partners Investment Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Chicago Partners Investment Group’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 Q2	–	Sell	-4,499	Closed	-$206K	–	767
2024 Q1	$206K	Buy	+4,499	New	+$210K	0.01%	692
2021 Q4	–	Sell	-4,809	Closed	-$248K	–	610
2021 Q3	$248K	Buy	+4,809	New	+$251K	0.02%	486
2018 Q2	–	Sell	-203	Closed	-$10K	–	992
2018 Q1	$10K	Hold	203	–	–	﹤0.01%	778
2017 Q4	$10K	Hold	203	–	–	﹤0.01%	751
2017 Q3	$10K	Buy	+203	New	+$9.96K	﹤0.01%	782

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group's TFI Position: Q2 2024 in Review

Chicago Partners Investment Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 4,499 shares — an estimated $206K sold.

Chicago Partners Investment Group first reported a position in TFI in Q3 2017 and held it in 5 quarters. The position peaked at $248K in Q3 2021. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

Chicago Partners Investment Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Chicago Partners Investment Group sold 4,499 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $206K.
Chicago Partners Investment Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and held it in 5 quarters.
Chicago Partners Investment Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $248K in Q3 2021.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Chicago Partners Investment Group's 13F filing for Q2 2024, filed 31 Jul 2024.