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Rockbridge Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-303
Closed -$14.2K – 567
2023
Q4 		$14.2K Buy
+303
New +$13.6K ﹤0.01% 364
2022
Q3 		– Sell
-303
Closed -$13.9K – 540
2022
Q2 		$13.9K Buy
+303
New +$14K ﹤0.01% 336

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockbridge Investment Management's TFI Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 303 shares — an estimated $14.2K sold.

Rockbridge Investment Management first reported a position in TFI in Q2 2022 and held it in 2 quarters. The position peaked at $14.2K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

  • Rockbridge Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 303 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $14.2K.
  • Rockbridge Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Rockbridge Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $14.2K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.