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Continuum Advisory’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Continuum Advisory’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
Q3 		– Sell
-900
Closed -$41.2K – 2015
2024
Q2 		$41.2K Buy
900
+2
+0.2% +$92 0.01% 647
2024
Q1 		$41.3K Sell
898
-5,442
-86% -$254K 0.01% 636
2023
Q4 		$298K Buy
6,340
+58
+0.9% +$2.6K 0.04% 370
2023
Q3 		$275K Buy
6,282
+73
+1% +$3.32K 0.04% 385
2023
Q2 		$287K Buy
6,209
+29
+0.5% +$1.34K 0.05% 375
2023
Q1 		$289K Buy
6,180
+796
+15% +$36.9K 0.05% 360
2022
Q4 		$246K Buy
5,384
+500
+10% +$22.5K 0.04% 371
2022
Q3 		$215K Buy
4,884
+236
+5% +$10.9K 0.04% 376
2022
Q2 		$213K Sell
4,648
-3,552
-43% -$164K 0.04% 379
2022
Q1 		$378K Buy
+8,200
New +$409K 0.07% 281
2019
Q2 		– Sell
-6,742
Closed -$331K – 142
2019
Q1 		$331K Sell
6,742
-387
-5% -$18.8K 0.25% 95
2018
Q4 		$343K Buy
+7,129
New +$337K 0.25% 101

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Continuum Advisory's TFI Position: Q3 2024 in Review

Continuum Advisory sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 900 shares — an estimated $41.2K sold.

Continuum Advisory first reported a position in TFI in Q4 2018 and held it in 12 quarters. The position peaked at $378K in Q1 2022. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Continuum Advisory reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 900 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $41.2K.
  • Continuum Advisory first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 12 quarters.
  • Continuum Advisory's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $378K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.