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Planned Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Planned Solutions’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
Q4 		– Sell
-75
Closed -$3.51K – 573
2024
Q3 		$3.51K Buy
+75
New +$3.48K ﹤0.01% 521
2024
Q1 		– Sell
-165
Closed -$7.75K – 495
2023
Q4 		$7.75K Buy
+165
New +$7.4K ﹤0.01% 441
2021
Q1 		– Sell
-33
Closed -$2K – 369
2020
Q4 		$2K Sell
33
-32
-49% -$1.67K ﹤0.01% 440
2020
Q3 		$3K Buy
+65
New +$3.39K ﹤0.01% 304

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Planned Solutions's TFI Position: Q4 2024 in Review

Planned Solutions sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 75 shares — an estimated $3.51K sold.

Planned Solutions first reported a position in TFI in Q3 2020 and held it in 4 quarters. The position peaked at $7.75K in Q4 2023. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

  • Planned Solutions reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 75 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $3.51K.
  • Planned Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.75K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.