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First Affirmative Financial Network’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

First Affirmative Financial Network’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
-9,564
Closed -$438K – 300
2024
Q2 		$438K Sell
9,564
-155
-2% -$7.1K 0.3% 96
2024
Q1 		$452K Buy
9,719
+124
+1% +$5.79K 0.33% 91
2023
Q4 		$451K Sell
9,595
-4,229
-31% -$190K 0.36% 77
2023
Q3 		$604K Sell
13,824
-318
-2% -$14.5K 0.59% 34
2023
Q2 		$653K Sell
14,142
-112
-0.8% -$5.19K 0.65% 31
2023
Q1 		$667K Sell
14,254
-546
-4% -$25.3K 0.77% 20
2022
Q4 		$675K Sell
14,800
-257
-2% -$11.5K 0.82% 17
2022
Q3 		$662K Sell
15,057
-3,323
-18% -$153K 0.84% 19
2022
Q2 		$843K Sell
18,380
-571
-3% -$26.4K 0.96% 15
2022
Q1 		$907K Buy
18,951
+76
+0.4% +$3.79K 0.87% 19
2021
Q4 		$976K Sell
18,875
-372
-2% -$19.2K 0.89% 21
2021
Q3 		$993K Buy
+19,247
New +$1M 1.02% 14

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

First Affirmative Financial Network's TFI Position: Q3 2024 in Review

First Affirmative Financial Network sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 9,564 shares — an estimated $438K sold.

First Affirmative Financial Network first reported a position in TFI in Q3 2021 and held it in 12 quarters. The position peaked at $993K in Q3 2021. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • First Affirmative Financial Network reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 9,564 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $438K.
  • First Affirmative Financial Network first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 12 quarters.
  • First Affirmative Financial Network's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $993K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on First Affirmative Financial Network's 13F filing for Q3 2024, filed 10 Oct 2024.