Truepoint Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-5,949	Closed	-$279K	–	136
2024 Q3	$279K	Sell	5,949 -1,473	-20%	-$68.3K	0.01%	112
2024 Q2	$340K	Sell	7,422 -3,691	-33%	-$169K	0.01%	100
2024 Q1	$517K	Buy	+11,113	New	+$519K	0.01%	86
2018 Q1	–	Sell	-7,835	Closed	-$384K	–	111
2017 Q4	$384K	Sell	7,835 -998	-11%	-$48.8K	0.04%	58
2017 Q3	$432K	Sell	8,833 -1,229	-12%	-$60.3K	0.04%	61
2017 Q2	$493K	Buy	10,062 +79	+0.8%	+$3.84K	0.05%	57
2017 Q1	$478K	Buy	+9,983	New	+$476K	0.05%	58

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Truepoint Inc's TFI Position: Q4 2024 in Review

Truepoint Inc sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 5,949 shares — an estimated $279K sold.

Truepoint Inc first reported a position in TFI in Q1 2017 and held it in 7 quarters. The position peaked at $517K in Q1 2024. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Truepoint Inc reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Truepoint Inc sold 5,949 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $279K.
Truepoint Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2017 and held it in 7 quarters.
Truepoint Inc's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $517K in Q1 2024.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Truepoint Inc's 13F filing for Q4 2024, filed 11 Feb 2025.