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Glass Jacobson Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Glass Jacobson Investment Advisors’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 		– Sell
-505
Closed -$23.3K – 832
2023
Q2 		$23.3K Buy
+505
New +$23.4K 0.01% 416

Other funds holding TFI

Morgan Stanley
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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

Glass Jacobson Investment Advisors's TFI Position: Q3 2023 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 505 shares — an estimated $23.3K sold.

Glass Jacobson Investment Advisors first reported a position in TFI in Q2 2023 and held it in 1 quarter. The position peaked at $23.3K in Q2 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • Glass Jacobson Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 505 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $23.3K.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $23.3K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.