Global Wealth Management Investment Advisory’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Global Wealth Management Investment Advisory’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	-3,189	Closed	-$150K	–	402
2023 Q4	$150K	Hold	3,189	–	–	0.04%	137
2023 Q3	$139K	Hold	3,189	–	–	0.04%	140
2023 Q2	$147K	Buy	+3,189	New	+$148K	0.04%	141
2022 Q3	–	Sell	-2,990	Closed	-$137K	–	434
2022 Q2	$137K	Buy	2,990 +91	+3%	+$4.2K	0.05%	144
2022 Q1	$139K	Buy	2,899 +71	+3%	+$3.54K	0.04%	150
2021 Q4	$146K	Hold	2,828	–	–	0.04%	152
2021 Q3	$146K	Buy	2,828 +135	+5%	+$7.04K	0.05%	153
2021 Q2	$140K	Hold	2,693	–	–	0.05%	155
2021 Q1	$139K	Buy	2,693 +1,267	+89%	+$65.9K	0.05%	138
2020 Q4	$75K	Hold	1,426	–	–	0.03%	170
2020 Q3	$74K	Buy	+1,426	New	+$74.3K	0.03%	152

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 $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

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

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

Global Wealth Management Investment Advisory's TFI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 3,189 shares — an estimated $150K sold.

Global Wealth Management Investment Advisory first reported a position in TFI in Q3 2020 and held it in 11 quarters. The position peaked at $150K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,189 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $150K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 11 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $150K in Q4 2023.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.