Trust Company of Vermont’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Trust Company of Vermont’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	-531	Closed	-$24.5K	–	858
2023 Q2	$24.5K	Buy	+531	New	+$24.6K	﹤0.01%	556
2018 Q3	–	Sell	-1,300	Closed	-$62K	–	1098
2018 Q2	$62K	Sell	1,300 -1,200	-48%	-$57.4K	0.01%	493
2018 Q1	$120K	Sell	2,500 -3,317	-57%	-$160K	0.01%	378
2017 Q4	$285K	Buy	5,817 +550	+10%	+$26.9K	0.03%	280
2017 Q3	$258K	Hold	5,267	–	–	0.03%	291
2017 Q2	$256K	Sell	5,267 -345	-6%	-$16.8K	0.03%	288
2017 Q1	$269K	Buy	5,612 +345	+7%	+$16.4K	0.03%	280
2016 Q4	$250K	Buy	+5,267	New	+$255K	0.03%	287
2015 Q3	–	Sell	-750	Closed	-$36K	–	815
2015 Q2	$36K	Hold	750	–	–	0.01%	452
2015 Q1	$36K	Hold	750	–	–	0.01%	445
2014 Q4	$36K	Hold	750	–	–	0.01%	445
2014 Q3	$36K	Sell	750 -275	-27%	-$13.1K	0.01%	446
2014 Q2	$49K	Hold	1,025	–	–	0.01%	382
2014 Q1	$48K	Buy	+1,025	New	+$47.3K	0.01%	374

Other funds holding TFI

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trust Company of Vermont's TFI Position: Q3 2023 in Review

Trust Company of Vermont sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 531 shares — an estimated $24.5K sold.

Trust Company of Vermont first reported a position in TFI in Q1 2014 and held it in 14 quarters. The position peaked at $285K in Q4 2017. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

Trust Company of Vermont reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Trust Company of Vermont sold 531 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $24.5K.
Trust Company of Vermont first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2014 and held it in 14 quarters.
Trust Company of Vermont's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $285K in Q4 2017.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Trust Company of Vermont's 13F filing for Q3 2023, filed 27 Nov 2023.