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Freedom Wealth Alliance’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Freedom Wealth Alliance’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 		$601K Sell
13,752
-172
-1% -$7.82K 0.99% 17
2023
Q2 		$644K Sell
13,924
-461
-3% -$21.3K 0.9% 18
2023
Q1 		$674K Buy
14,385
+6,748
+88% +$313K 1.01% 18
2022
Q4 		$348K Buy
+7,637
New +$343K 0.49% 31

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Freedom Wealth Alliance's TFI Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.2% in Q3 2023, selling an estimated $7.82K and leaving 13,752 shares worth $601K. The position accounts for 0.99% of the portfolio, ranked #17.

Freedom Wealth Alliance first reported a position in TFI in Q4 2022 and has held it in 4 quarters since. The position peaked at $674K in Q1 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • Freedom Wealth Alliance held 13,752 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $601K as of Q3 2023.
  • Freedom Wealth Alliance sold 172 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $7.82K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.99% of Freedom Wealth Alliance's portfolio in Q3 2023, its #17 holding.
  • Freedom Wealth Alliance first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $674K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.