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RCS Financial Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

RCS Financial Planning’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
-11,348
Closed -$524K – 62
2023
Q2 		$524K Buy
11,348
+1,540
+16% +$71.3K 0.43% 37
2023
Q1 		$459K Buy
9,808
+21
+0.2% +$973 0.41% 39
2022
Q4 		$446K Buy
+9,787
New +$440K 0.43% 36

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RCS Financial Planning's TFI Position: Q3 2023 in Review

RCS Financial Planning sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 11,348 shares — an estimated $524K sold.

RCS Financial Planning first reported a position in TFI in Q4 2022 and held it in 3 quarters. The position peaked at $524K in Q2 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • RCS Financial Planning reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • RCS Financial Planning sold 11,348 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $524K.
  • RCS Financial Planning first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
  • RCS Financial Planning's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $524K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on RCS Financial Planning's 13F filing for Q3 2023, filed 3 Nov 2023.