Optimum Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Optimum Investment 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 Q4	–	Sell	-1,000	Closed	-$43.7K	–	718
2023 Q3	$43.7K	Hold	1,000	–	–	0.02%	376
2023 Q2	$46.2K	Hold	1,000	–	–	0.02%	382
2023 Q1	$46.8K	Hold	1,000	–	–	0.02%	377
2022 Q4	$45.6K	Hold	1,000	–	–	0.02%	390
2022 Q3	$44K	Hold	1,000	–	–	0.02%	398
2022 Q2	$46K	Hold	1,000	–	–	0.02%	412
2022 Q1	$48K	Hold	1,000	–	–	0.02%	437
2021 Q4	$52K	Hold	1,000	–	–	0.02%	458
2021 Q3	$52K	Hold	1,000	–	–	0.02%	449
2021 Q2	$52K	Hold	1,000	–	–	0.02%	501
2021 Q1	$52K	Hold	1,000	–	–	0.02%	499
2020 Q4	$52K	Hold	1,000	–	–	0.02%	472
2020 Q3	$52K	Hold	1,000	–	–	0.02%	441
2020 Q2	$52K	Hold	1,000	–	–	0.02%	436
2020 Q1	$50K	Hold	1,000	–	–	0.02%	428
2019 Q4	$51K	Hold	1,000	–	–	0.02%	514
2019 Q3	$51K	Hold	1,000	–	–	0.02%	512
2019 Q2	$50K	Hold	1,000	–	–	0.02%	507
2019 Q1	$49K	Hold	1,000	–	–	0.02%	509
2018 Q4	$48K	Hold	1,000	–	–	0.02%	484
2018 Q3	$47K	Hold	1,000	–	–	0.01%	544
2018 Q2	$48K	Hold	1,000	–	–	0.01%	539
2018 Q1	$48K	Buy	+1,000	New	+$48.1K	0.01%	525
2015 Q1	$48K	Hold	1,000	–	–	0.02%	517
2014 Q4	$48K	Buy	+1,000	New	+$48.2K	0.02%	518

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

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

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Optimum Investment Advisors's TFI Position: Q4 2023 in Review

Optimum Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 1,000 shares — an estimated $43.7K sold.

Optimum Investment Advisors first reported a position in TFI in Q4 2014 and held it in 25 quarters. The position peaked at $52K in Q4 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

Optimum Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $43.7K.
Optimum Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and held it in 25 quarters.
Optimum Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $52K in Q4 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.