Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 Q1	–	Sell	-5,285	Closed	-$248K	–	297
2023 Q4	$248K	Sell	5,285 -376	-7%	-$16.9K	0.01%	225
2023 Q3	$247K	Sell	5,661 -2,227	-28%	-$101K	0.02%	217
2023 Q2	$364K	Sell	7,888 -158,350	-95%	-$7.33M	0.02%	182
2023 Q1	$7.78M	Sell	166,238 -40,675	-20%	-$1.88M	0.62%	43
2022 Q4	$9.44M	Buy	+206,913	New	+$9.29M	0.84%	37
2021 Q4	–	Sell	-2,150	Closed	-$110K	–	1012
2021 Q3	$110K	Buy	+2,150	New	+$112K	0.01%	228

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management's TFI Position: Q1 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 5,285 shares — an estimated $248K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TFI in Q3 2021 and held it in 6 quarters. The position peaked at $9.44M in Q4 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 5,285 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $248K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9.44M in Q4 2022.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2024, filed 14 May 2024.