Macroview Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Macroview Investment Management’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	-29	Closed	-$1.27K	–	832
2023 Q3	$1.27K	Hold	29	–	–	﹤0.01%	628
2023 Q2	$1.34K	Buy	+29	New	+$1.34K	﹤0.01%	411
2017 Q3	–	Sell	-43	Closed	-$2K	–	191
2017 Q2	$2K	Buy	43 +6	+16%	+$291	0.01%	170
2017 Q1	$2K	Buy	37 +13	+54%	+$620	0.01%	102
2016 Q4	$1K	Buy	24 +5	+26%	+$242	0.01%	108
2016 Q3	$1K	Buy	+19	New	+$956	﹤0.01%	104

Other funds holding TFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Macroview Investment Management's TFI Position: Q4 2023 in Review

Macroview Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 29 shares — an estimated $1.27K sold.

Macroview Investment Management first reported a position in TFI in Q3 2016 and held it in 6 quarters. The position peaked at $2K in Q2 2017. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

Macroview Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 29 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $1.27K.
Macroview Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and held it in 6 quarters.
Macroview Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q2 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.