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

FourThought Financial’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
2022 Q3	$11K	Buy	245 +1	+0.4%	+$46	﹤0.01%	1023
2022 Q2	$11K	Buy	244 +1	+0.4%	+$46	﹤0.01%	1008
2022 Q1	$12K	Buy	243 +1	+0.4%	+$50	﹤0.01%	1013
2021 Q4	$13K	Buy	242 +2	+0.8%	+$103	﹤0.01%	1031
2021 Q3	$12K	Buy	240 +1	+0.4%	+$52	﹤0.01%	1075
2021 Q2	$12K	Buy	239 +1	+0.4%	+$52	﹤0.01%	1072
2021 Q1	$12K	Buy	238 +1	+0.4%	+$52	﹤0.01%	1023
2020 Q4	$12K	Buy	+237	New	+$12.3K	﹤0.01%	994

Other funds holding TFI

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

FourThought Financial's TFI Position: Q3 2022 in Review

FourThought Financial increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.41% in Q3 2022, buying an estimated $46 and bringing the position to 245 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

FourThought Financial first reported a position in TFI in Q4 2020 and has held it in 8 quarters since. The position peaked at $13K in Q4 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

FourThought Financial held 245 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $11K as of Q3 2022.
FourThought Financial bought 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q3 2022, an estimated $46.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1023 holding.
FourThought Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $13K in Q4 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.