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

Consilio Wealth 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
-6,499
Closed -$281K – 57
2023
Q3 		$281K Sell
6,499
-8,184
-56% -$372K 0.16% 40
2023
Q2 		$678K Hold
14,683
– – 0.37% 30
2023
Q1 		$687K Hold
14,683
– – 0.39% 31
2022
Q4 		$670K Buy
+14,683
New +$659K 0.43% 29

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consilio Wealth Advisors's TFI Position: Q4 2023 in Review

Consilio Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 6,499 shares — an estimated $281K sold.

Consilio Wealth Advisors first reported a position in TFI in Q4 2022 and held it in 4 quarters. The position peaked at $687K in Q1 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Consilio Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Consilio Wealth Advisors sold 6,499 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $281K.
  • Consilio Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Consilio Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $687K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Consilio Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.