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

Firethorn Wealth Partners’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 Q3	–	Sell	-21,721	Closed	-$1M	–	139
2023 Q2	$1M	Buy	21,721 +3,621	+20%	+$168K	0.75%	25
2023 Q1	$836K	Sell	18,100 -1,615	-8%	-$74.8K	0.65%	31
2022 Q4	$899K	Sell	19,715 -4,598	-19%	-$207K	0.76%	31
2022 Q3	$1.07M	Buy	24,313 +17,016	+233%	+$782K	0.99%	19
2022 Q2	$344K	Buy	7,297 +952	+15%	+$44K	0.28%	77
2022 Q1	$304K	Buy	+6,345	New	+$316K	0.23%	89
2021 Q2	$275K	Sell	5,286 -872	-14%	-$45.4K	0.23%	94
2021 Q1	$318K	Buy	+6,158	New	+$321K	0.3%	80

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Firethorn Wealth Partners's TFI Position: Q3 2023 in Review

Firethorn Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 21,721 shares — an estimated $1M sold.

Firethorn Wealth Partners first reported a position in TFI in Q1 2021 and held it in 8 quarters. The position peaked at $1.07M in Q3 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Firethorn Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 21,721 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $1M.
Firethorn Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 8 quarters.
Firethorn Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.07M in Q3 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Firethorn Wealth Partners's 13F filing for Q3 2023, filed 17 Oct 2023.