Glassman Wealth Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Glassman Wealth 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
2023 Q2	–	Sell	-7	Closed	-$328	–	2015
2023 Q1	$328	Hold	7	–	–	﹤0.01%	1688
2022 Q4	$319	Buy	+7	New	+$314	﹤0.01%	1704
2020 Q2	–	Sell	-3,824	Closed	-$191K	–	1526
2020 Q1	$191K	Buy	+3,824	New	+$194K	0.07%	103
2019 Q3	–	Sell	-263	Closed	-$13K	–	1363
2019 Q2	$13K	Buy	+263	New	+$13.1K	0.01%	426

Other funds holding TFI

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

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

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

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

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

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

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

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

Glassman Wealth Services's TFI Position: Q2 2023 in Review

Glassman Wealth Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 7 shares — an estimated $328 sold.

Glassman Wealth Services first reported a position in TFI in Q2 2019 and held it in 4 quarters. The position peaked at $191K in Q1 2020. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

Glassman Wealth Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 7 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $328.
Glassman Wealth Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2019 and held it in 4 quarters.
Glassman Wealth Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $191K in Q1 2020.
307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.