Melone Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Melone Private 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 Q3	–	Sell	-4,372	Closed	-$202K	–	53
2023 Q2	$202K	Buy	4,372 +3	+0.1%	+$139	0.14%	52
2023 Q1	$206K	Buy	+4,369	New	+$202K	0.16%	51
2022 Q3	–	Sell	-4,363	Closed	-$202K	–	57
2022 Q2	$202K	Buy	4,363 +2	+0%	+$92	0.17%	55
2022 Q1	$201K	Hold	4,361	–	–	0.16%	60
2021 Q4	$226K	Buy	+4,361	New	+$225K	0.17%	59

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Melone Private Wealth's TFI Position: Q3 2023 in Review

Melone Private Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 4,372 shares — an estimated $202K sold.

Melone Private Wealth first reported a position in TFI in Q4 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Melone Private Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Melone Private Wealth sold 4,372 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $202K.
Melone Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 5 quarters.
Melone Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $226K in Q4 2021.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Melone Private Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.