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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RDA Financial Network's TFI Position: Q3 2023 in Review

RDA Financial Network sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 6,728 shares — an estimated $311K sold.

RDA Financial Network first reported a position in TFI in Q4 2021 and held it in 6 quarters. The position peaked at $727K in Q1 2022. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

RDA Financial Network reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
RDA Financial Network sold 6,728 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $311K.
RDA Financial Network first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
RDA Financial Network's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $727K in Q1 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on RDA Financial Network's 13F filing for Q3 2023, filed 18 Oct 2023.