O'Dell Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

O'Dell 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	-1,000	Closed	-$47K	–	433
2023 Q4	$47K	Buy	+1,000	New	+$44.9K	0.01%	210
2023 Q3	–	Sell	-1,000	Closed	-$46.2K	–	438
2023 Q2	$46.2K	Buy	+1,000	New	+$46.3K	0.01%	201
2022 Q4	–	Sell	-1,000	Closed	-$44K	–	366
2022 Q3	$44K	Hold	1,000	–	–	0.02%	153
2022 Q2	$46K	Hold	1,000	–	–	0.02%	157
2022 Q1	$48K	Hold	1,000	–	–	0.01%	176
2021 Q4	$52K	Hold	1,000	–	–	0.02%	163
2021 Q3	$52K	Buy	+1,000	New	+$52.1K	0.02%	158

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

O'Dell Group's TFI Position: Q1 2024 in Review

O'Dell Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 1,000 shares — an estimated $47K sold.

O'Dell Group first reported a position in TFI in Q3 2021 and held it in 7 quarters. The position peaked at $52K in Q4 2021. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

O'Dell Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $47K.
O'Dell Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $52K in Q4 2021.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.