First Command Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

First Command Advisory Services’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 Q2	–	Sell	-138	Closed	–	–	637
2024 Q1	$0	Buy	+138	New	+$6.45K	﹤0.01%	659
2022 Q3	–	Sell	-15	Closed	-$1K	–	143
2022 Q2	$1K	Buy	15 +11	+275%	+$508	﹤0.01%	56
2022 Q1	$0	Buy	+4	New	+$199	﹤0.01%	114
2021 Q2	–	Sell	-18	Closed	–	–	75
2021 Q1	$0	Buy	+18	New	+$937	﹤0.01%	67

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Command Advisory Services's TFI Position: Q2 2024 in Review

First Command Advisory Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 138 shares.

First Command Advisory Services first reported a position in TFI in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

First Command Advisory Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
First Command Advisory Services sold 138 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024.
First Command Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 4 quarters.
First Command Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q2 2022.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on First Command Advisory Services's 13F filing for Q2 2024, filed 26 Jul 2024.