TF
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TimeScale Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

TimeScale Financial’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
Q2 		$675K Buy
14,615
+1,031
+8% +$47.7K 0.15% 38
2023
Q1 		$636K Buy
+13,584
New +$629K 0.14% 37

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TimeScale Financial's TFI Position: Q2 2023 in Review

TimeScale Financial increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 7.6% in Q2 2023, buying an estimated $47.7K and bringing the position to 14,615 shares worth $675K. The position accounts for 0.15% of the portfolio, ranked #38.

TimeScale Financial first reported a position in TFI in Q1 2023 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

  • TimeScale Financial held 14,615 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $675K as of Q2 2023.
  • TimeScale Financial bought 1,031 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $47.7K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.15% of TimeScale Financial's portfolio in Q2 2023, its #38 holding.
  • TimeScale Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.