RFN
TFI icon

RDA Financial Network’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

RDA Financial Network’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
-6,728
Closed -$311K – 238
2023
Q2 		$311K Buy
6,728
+945
+16% +$43.8K 0.13% 164
2023
Q1 		$271K Sell
5,783
-4
-0.1% -$185 0.12% 172
2022
Q4 		$264K Buy
+5,787
New +$260K 0.13% 164
2022
Q3 		– Sell
-12,877
Closed -$591K – 214
2022
Q2 		$591K Sell
12,877
-2,309
-15% -$107K 0.3% 88
2022
Q1 		$727K Buy
15,186
+3,310
+28% +$165K 0.31% 83
2021
Q4 		$614K Buy
+11,876
New +$612K 0.25% 99

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