Wealth Management Resources’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealth Management Resources’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	-11,243	Closed	-$527K	–	34
2024 Q3	$527K	Buy	11,243 +6	+0.1%	+$278	0.21%	28
2024 Q2	$514K	Sell	11,237 -6,852	-38%	-$314K	0.22%	30
2024 Q1	$841K	Sell	18,089 -50	-0.3%	-$2.33K	0.36%	30
2023 Q4	$853K	Buy	18,139 +940	+5%	+$42.2K	0.4%	30
2023 Q3	$752K	Buy	17,199 +1,615	+10%	+$73.4K	0.36%	29
2023 Q2	$719K	Buy	+15,584	New	+$722K	0.42%	27
2022 Q1	–	Sell	-11,997	Closed	-$620K	–	50
2021 Q4	$620K	Buy	+11,997	New	+$619K	0.4%	31

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Management Resources's TFI Position: Q4 2024 in Review

Wealth Management Resources sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 11,243 shares — an estimated $527K sold.

Wealth Management Resources first reported a position in TFI in Q4 2021 and held it in 7 quarters. The position peaked at $853K in Q4 2023. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Wealth Management Resources reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Wealth Management Resources sold 11,243 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $527K.
Wealth Management Resources first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 7 quarters.
Wealth Management Resources's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $853K in Q4 2023.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Wealth Management Resources's 13F filing for Q4 2024, filed 21 Jan 2025.