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

Peterson 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
Q4 		– Sell
-8,257
Closed -$361K – 60
2023
Q3 		$361K Buy
8,257
+51
+0.6% +$2.32K 0.3% 48
2023
Q2 		$379K Buy
8,206
+197
+2% +$9.12K 0.3% 54
2023
Q1 		$375K Sell
8,009
-1,069
-12% -$49.5K 0.36% 47
2022
Q4 		$414K Sell
9,078
-662
-7% -$29.7K 0.42% 44
2022
Q3 		$428K Buy
9,740
+14
+0.1% +$644 0.4% 45
2022
Q2 		$446K Sell
9,726
-5,089
-34% -$235K 0.58% 37
2022
Q1 		$709K Sell
14,815
-2,263
-13% -$113K 0.48% 48
2021
Q4 		$883K Buy
17,078
+1,881
+12% +$97K 0.59% 44
2021
Q3 		$784K Buy
15,197
+810
+6% +$42.2K 0.61% 45
2021
Q2 		$750K Buy
14,387
+552
+4% +$28.7K 0.59% 45
2021
Q1 		$715K Buy
13,835
+2,575
+23% +$134K 0.61% 34
2020
Q4 		$591K Sell
11,260
-86
-0.8% -$4.48K 0.48% 35
2020
Q3 		$589K Buy
11,346
+236
+2% +$12.3K 0.52% 34
2020
Q2 		$574K Buy
11,110
+546
+5% +$27.8K 0.57% 30
2020
Q1 		$528K Buy
10,564
+32
+0.3% +$1.63K 0.64% 27
2019
Q4 		$539K Buy
+10,532
New +$533K 0.49% 29

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peterson Wealth Management's TFI Position: Q4 2023 in Review

Peterson Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 8,257 shares — an estimated $361K sold.

Peterson Wealth Management first reported a position in TFI in Q4 2019 and held it in 16 quarters. The position peaked at $883K in Q4 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Peterson Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 8,257 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $361K.
  • Peterson Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 16 quarters.
  • Peterson Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $883K 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 Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.