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Realta Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-521
Closed -$23.8K – 729
2024
Q2 		$23.8K Sell
521
-109
-17% -$4.99K ﹤0.01% 600
2024
Q1 		$29.3K Buy
+630
New +$29.4K 0.01% 605
2023
Q4 		– Sell
-628
Closed -$29K – 766
2023
Q3 		$29K Hold
628
– – 0.01% 572
2023
Q2 		$29K Buy
+628
New +$29.1K 0.01% 615
2023
Q1 		– Sell
-5,727
Closed -$261K – 789
2022
Q4 		$261K Buy
5,727
+1
+0% +$45 0.06% 332
2022
Q3 		$252K Sell
5,726
-240
-4% -$11K 0.07% 317
2022
Q2 		$275K Sell
5,966
-2,739
-31% -$126K 0.07% 289
2022
Q1 		$417K Sell
8,705
-700
-7% -$34.9K 0.08% 246
2021
Q4 		$487K Buy
9,405
+201
+2% +$10.4K 0.11% 219
2021
Q3 		$475K Sell
9,204
-1,550
-14% -$80.8K 0.11% 211
2021
Q2 		$560K Buy
10,754
+1,001
+10% +$52.1K 0.13% 189
2021
Q1 		$504K Buy
+9,753
New +$508K 0.13% 195
2020
Q1 		– Sell
-2,739
Closed -$138K – 1272
2019
Q4 		$138K Buy
2,739
+96
+4% +$4.86K 0.04% 427
2019
Q3 		$133K Buy
2,643
+2,000
+311% +$101K 0.04% 427
2019
Q2 		$32K Buy
643
+6
+0.9% +$298 0.01% 787
2019
Q1 		$32K Buy
+637
New +$30.9K 0.01% 661

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Realta Investment Advisors's TFI Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 521 shares — an estimated $23.8K sold.

Realta Investment Advisors first reported a position in TFI in Q1 2019 and held it in 16 quarters. The position peaked at $560K in Q2 2021. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Realta Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 521 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $23.8K.
  • Realta Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $560K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.