Moss Adams Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Moss Adams Wealth Advisors’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 Q2	–	Sell	-327	Closed	-$15.3K	–	176
2023 Q1	$15.3K	Hold	327	–	–	0.01%	132
2022 Q4	$14.9K	Buy	+327	New	+$14.7K	0.01%	141

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moss Adams Wealth Advisors's TFI Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 327 shares — an estimated $15.3K sold.

Moss Adams Wealth Advisors first reported a position in TFI in Q4 2022 and held it in 2 quarters. The position peaked at $15.3K in Q1 2023. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 327 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $15.3K.
Moss Adams Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Moss Adams Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $15.3K in Q1 2023.
307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.