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

Endurance 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 Q2	$3K	Hold	64	–	–	﹤0.01%	584
2023 Q1	$3K	Hold	64	–	–	﹤0.01%	588
2022 Q4	$3K	Buy	+64	New	+$2.87K	﹤0.01%	573

Other funds holding TFI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Endurance Wealth Management's TFI Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2023 at 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Endurance Wealth Management first reported a position in TFI in Q4 2022 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

Endurance Wealth Management held 64 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2023.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #584 holding.
Endurance Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 3 quarters since.
307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.