GPS Wealth Strategies Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-26	Closed	-$1.14K	–	1304
2023 Q3	$1.14K	Hold	26	–	–	﹤0.01%	1167
2023 Q2	$1.2K	Sell	26 -595	-96%	-$27.6K	﹤0.01%	1148
2023 Q1	$29.1K	Buy	+621	New	+$28.8K	0.01%	613
2022 Q4	–	Sell	-1,101	Closed	-$48K	–	978
2022 Q3	$48K	Hold	1,101	–	–	0.01%	438
2022 Q2	$50K	Buy	1,101 +26	+2%	+$1.2K	0.01%	445
2022 Q1	$51K	Buy	+1,075	New	+$53.6K	0.01%	414

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

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

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

GPS Wealth Strategies Group's TFI Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 26 shares — an estimated $1.14K sold.

GPS Wealth Strategies Group first reported a position in TFI in Q1 2022 and held it in 6 quarters. The position peaked at $51K in Q1 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

GPS Wealth Strategies Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 26 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $1.14K.
GPS Wealth Strategies Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 6 quarters.
GPS Wealth Strategies Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $51K in Q1 2022.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.