Householder Group Estate & Retirement Specialist’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-12	Closed	–	–	1148
2024 Q3	$0	Buy	+12	New	+$556	﹤0.01%	1322
2024 Q2	–	Sell	-12	Closed	-$558	–	1333
2024 Q1	$558	Buy	+12	New	+$560	﹤0.01%	1153
2023 Q1	$6K	Buy	+124	New	+$5.75K	﹤0.01%	933
2022 Q4	–	Sell	-384	Closed	-$16K	–	1052
2022 Q3	$16K	Buy	+384	New	+$17.7K	0.01%	632

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TFI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 12 shares.

Householder Group Estate & Retirement Specialist first reported a position in TFI in Q3 2022 and held it in 4 quarters. The position peaked at $16K in Q3 2022. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 12 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16K in Q3 2022.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.