Raleigh Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Raleigh Capital 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	-23	Closed	-$1.02K	–	1182
2023 Q3	$1.02K	Hold	23	–	–	﹤0.01%	835
2023 Q2	$1.07K	Hold	23	–	–	﹤0.01%	763
2023 Q1	$1.08K	Hold	23	–	–	﹤0.01%	784
2022 Q4	$1.04K	Hold	23	–	–	﹤0.01%	711
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	781
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	594
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	585
2021 Q4	$1K	Buy	+23	New	+$1.19K	﹤0.01%	297

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

Raleigh Capital Management's TFI Position: Q4 2023 in Review

Raleigh Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 23 shares — an estimated $1.02K sold.

Raleigh Capital Management first reported a position in TFI in Q4 2021 and held it in 8 quarters. The position peaked at $1.08K in Q1 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

Raleigh Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 23 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $1.02K.
Raleigh Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
Raleigh Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.08K in Q1 2023.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.