Phillips Financial Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Phillips Financial 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 Q3	–	Sell	-944	Closed	-$43.6K	–	243
2023 Q2	$43.6K	Hold	944	–	–	﹤0.01%	192
2023 Q1	$44.2K	Hold	944	–	–	﹤0.01%	194
2022 Q4	$43.1K	Sell	944 -1,290	-58%	-$57.9K	﹤0.01%	183
2022 Q3	$98K	Buy	+2,234	New	+$103K	0.01%	162
2016 Q1	–	Sell	-5,133	Closed	-$252K	–	63
2015 Q4	$252K	Sell	5,133 -1,290	-20%	-$62.3K	0.08%	58
2015 Q3	$310K	Buy	+6,423	New	+$307K	0.09%	61

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

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

Phillips Financial Management's TFI Position: Q3 2023 in Review

Phillips Financial Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 944 shares — an estimated $43.6K sold.

Phillips Financial Management first reported a position in TFI in Q3 2015 and held it in 6 quarters. The position peaked at $310K in Q3 2015. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Phillips Financial Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Phillips Financial Management sold 944 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $43.6K.
Phillips Financial Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2015 and held it in 6 quarters.
Phillips Financial Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $310K in Q3 2015.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Phillips Financial Management's 13F filing for Q3 2023, filed 9 Nov 2023.