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Ironwood Wealth Management (Arizona)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ironwood Wealth Management (Arizona)’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
-1
Closed -$44 – 45
2023
Q3 		$44 Sell
1
-10,097
-100% -$459K ﹤0.01% 46
2023
Q2 		$466K Sell
10,098
-2,806
-22% -$130K 0.17% 27
2023
Q1 		$604K Buy
12,904
+644
+5% +$29.8K 0.24% 27
2022
Q4 		$559K Buy
12,260
+4,397
+56% +$197K 0.23% 28
2022
Q3 		$361K Hold
7,863
– – 0.16% 28
2022
Q2 		$361K Buy
7,863
+7,817
+16,993% +$361K 0.16% 28
2022
Q1 		$2K Sell
46
-39
-46% -$1.94K ﹤0.01% 54
2021
Q4 		$3K Buy
85
+49
+136% +$2.53K ﹤0.01% 48
2021
Q3 		$2K Sell
36
-34
-49% -$1.77K ﹤0.01% 49
2021
Q2 		$4K Buy
70
+49
+233% +$2.55K ﹤0.01% 48
2021
Q1 		$1K Buy
21
+20
+2,000% +$1.04K ﹤0.01% 47
2020
Q4 		$0 Buy
+1
New +$52 ﹤0.01% 51
2020
Q1 		– Sell
-11,317
Closed -$572K – 53
2019
Q4 		$572K Sell
11,317
-118
-1% -$5.97K 0.4% 25
2019
Q3 		$580K Sell
11,435
-115
-1% -$5.83K 0.43% 24
2019
Q2 		$579K Sell
11,550
-6,248
-35% -$310K 0.44% 22
2019
Q1 		$877K Sell
17,798
-1,008
-5% -$48.9K 0.75% 19
2018
Q4 		$905K Sell
18,806
-9,676
-34% -$458K 0.87% 18
2018
Q3 		$1.35M Buy
28,482
+1,746
+7% +$83.6K 1.19% 17
2018
Q2 		$1.28M Buy
+26,736
New +$1.28M 1.2% 18
2017
Q3 		$963K Buy
+19,695
New +$966K 0.9% 18

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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 $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s TFI Position: Q4 2023 in Review

Ironwood Wealth Management (Arizona) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 1 share — an estimated $44 sold.

Ironwood Wealth Management (Arizona) first reported a position in TFI in Q3 2017 and held it in 20 quarters. The position peaked at $1.35M in Q3 2018. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Ironwood Wealth Management (Arizona) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q4 2023, an estimated $44.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and held it in 20 quarters.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.35M in Q3 2018.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2023, filed 29 Jan 2024.