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

Compass 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
2023
Q3 		– Sell
-3,411
Closed -$157K – 411
2023
Q2 		$157K Hold
3,411
– – 0.05% 162
2023
Q1 		$160K Buy
+3,411
New +$158K 0.05% 162

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Compass Wealth Management's TFI Position: Q3 2023 in Review

Compass Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 3,411 shares — an estimated $157K sold.

Compass Wealth Management first reported a position in TFI in Q1 2023 and held it in 2 quarters. The position peaked at $160K in Q1 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • Compass Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Compass Wealth Management sold 3,411 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $157K.
  • Compass Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
  • Compass Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $160K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Compass Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.