Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-2,323	Closed	-$109K	–	985
2024 Q3	$109K	Buy	+2,323	New	+$108K	0.01%	433
2021 Q4	–	Sell	-983	Closed	-$51K	–	835
2021 Q3	$51K	Buy	+983	New	+$51.3K	﹤0.01%	403
2017 Q4	–	Sell	-1,160	Closed	-$57K	–	615
2017 Q3	$57K	Buy	+1,160	New	+$56.9K	0.01%	337
2016 Q1	–	Sell	-1,500	Closed	-$73K	–	774
2015 Q4	$73K	Hold	1,500	–	–	0.02%	344
2015 Q3	$72K	Hold	1,500	–	–	0.02%	405
2015 Q2	$71K	Hold	1,500	–	–	0.01%	442
2015 Q1	$73K	Buy	+1,500	New	+$72.8K	0.02%	444

Other funds holding TFI

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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 $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

Johnson Financial Group Inc (Wisconsin)'s TFI Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 2,323 shares — an estimated $109K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TFI in Q1 2015 and held it in 7 quarters. The position peaked at $109K in Q3 2024. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,323 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $109K.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2015 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $109K in Q3 2024.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.