FI
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Financial Insights’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Financial Insights’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 		– Sell
-5,229
Closed -$245K – 159
2023
Q1 		$245K Hold
5,229
– – 0.1% 150
2022
Q4 		$239K Buy
+5,229
New +$235K 0.11% 127

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights's TFI Position: Q2 2023 in Review

Financial Insights sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 5,229 shares — an estimated $245K sold.

Financial Insights first reported a position in TFI in Q4 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2023. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

  • Financial Insights reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Insights sold 5,229 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $245K.
  • Financial Insights first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Financial Insights's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $245K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Financial Insights's 13F filing for Q2 2023, filed 25 Jan 2024.