Newbridge Financial Services Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-204	Closed	-$9.59K	–	1298
2023 Q4	$9.59K	Buy	+204	New	+$9.15K	﹤0.01%	747
2023 Q3	–	Sell	-80	Closed	-$3.71K	–	1398
2023 Q2	$3.71K	Hold	80	–	–	﹤0.01%	1056
2023 Q1	$3.74K	Hold	80	–	–	﹤0.01%	1114
2022 Q4	$3.63K	Buy	80 +1	+1%	+$45	﹤0.01%	1121
2022 Q3	$3K	Hold	79	–	–	﹤0.01%	1154
2022 Q2	$4K	Buy	79 +1	+1%	+$46	﹤0.01%	1071
2022 Q1	$4K	Hold	78	–	–	﹤0.01%	1160
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	1131
2021 Q3	$4K	Buy	+78	New	+$4.07K	﹤0.01%	1077

Other funds holding TFI

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

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

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

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

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

Newbridge Financial Services Group's TFI Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 204 shares — an estimated $9.59K sold.

Newbridge Financial Services Group first reported a position in TFI in Q3 2021 and held it in 9 quarters. The position peaked at $9.59K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

Newbridge Financial Services Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 204 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $9.59K.
Newbridge Financial Services Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 9 quarters.
Newbridge Financial Services Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9.59K in Q4 2023.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.