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

CreativeOne Wealth’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
2022
Q4 		– Sell
-5,688
Closed -$250K – 778
2022
Q3 		$250K Buy
+5,688
New +$262K 0.02% 603

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Morgan Stanley
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Betterment LLC
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth's TFI Position: Q4 2022 in Review

CreativeOne Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 5,688 shares — an estimated $250K sold.

CreativeOne Wealth first reported a position in TFI in Q3 2022 and held it in 1 quarter. The position peaked at $250K in Q3 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • CreativeOne Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 5,688 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $250K.
  • CreativeOne Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • CreativeOne Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $250K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.