IC
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Iconiq Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Iconiq Capital’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
Q3 		– Sell
-15,504
Closed -$709K – 212
2024
Q2 		$709K Buy
+15,504
New +$710K 0.02% 56

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Northwestern Mutual Wealth Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Iconiq Capital's TFI Position: Q3 2024 in Review

Iconiq Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 15,504 shares — an estimated $709K sold.

Iconiq Capital first reported a position in TFI in Q2 2024 and held it in 1 quarter. The position peaked at $709K in Q2 2024. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Iconiq Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Iconiq Capital sold 15,504 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $709K.
  • Iconiq Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Iconiq Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $709K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Iconiq Capital's 13F filing for Q3 2024, filed 13 Nov 2024.