WMR
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return