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

Clearstead 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	-76	Closed	-$3.32K	–	1638
2023 Q3	$3.32K	Buy	76 +38	+100%	+$1.73K	﹤0.01%	1322
2023 Q2	$1.75K	Hold	38	–	–	﹤0.01%	1182
2023 Q1	$1.78K	Hold	38	–	–	﹤0.01%	1154
2022 Q4	$1.73K	Hold	38	–	–	﹤0.01%	1112
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	1102
2022 Q2	$2K	Sell	38 -304	-89%	-$14K	﹤0.01%	1134
2022 Q1	$16K	Hold	342	–	–	﹤0.01%	906
2021 Q4	$18K	Hold	342	–	–	﹤0.01%	845
2021 Q3	$18K	Hold	342	–	–	﹤0.01%	852
2021 Q2	$18K	Hold	342	–	–	﹤0.01%	719
2021 Q1	$18K	Hold	342	–	–	﹤0.01%	700
2020 Q4	$18K	Hold	342	–	–	﹤0.01%	647
2020 Q3	$18K	Hold	342	–	–	﹤0.01%	602
2020 Q2	$18K	Hold	342	–	–	﹤0.01%	540
2020 Q1	$17K	Buy	+342	New	+$17.4K	﹤0.01%	521

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

Clearstead Advisors's TFI Position: Q4 2023 in Review

Clearstead Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 76 shares — an estimated $3.32K sold.

Clearstead Advisors first reported a position in TFI in Q1 2020 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

Clearstead Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 76 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $3.32K.
Clearstead Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 15 quarters.
Clearstead Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $18K in Q4 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.