ML&R Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

ML&R Wealth 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 Q3	–	Sell	-4,517	Closed	-$209K	–	92
2023 Q2	$209K	Buy	+4,517	New	+$209K	0.05%	91

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

ML&R Wealth Management's TFI Position: Q3 2023 in Review

ML&R Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 4,517 shares — an estimated $209K sold.

ML&R Wealth Management first reported a position in TFI in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

ML&R Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 4,517 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $209K.
ML&R Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $209K in Q2 2023.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.