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Impact Partnership Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Impact Partnership Wealth’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
-118
Closed -$5.16K – 1074
2023
Q3 		$5.16K Buy
+118
New +$5.36K ﹤0.01% 687

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Betterment LLC
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Partnership Wealth's TFI Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 118 shares — an estimated $5.16K sold.

Impact Partnership Wealth first reported a position in TFI in Q3 2023 and held it in 1 quarter. The position peaked at $5.16K in Q3 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 118 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $5.16K.
  • Impact Partnership Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $5.16K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.