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

Western Pacific Wealth Management’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 Q2	–	Sell	-10	Closed	-$471	–	291
2024 Q1	$471	Hold	10	–	–	﹤0.01%	295
2023 Q4	$474	Hold	10	–	–	﹤0.01%	234
2023 Q3	$437	Hold	10	–	–	﹤0.01%	267
2023 Q2	$462	Hold	10	–	–	﹤0.01%	272
2023 Q1	$468	Hold	10	–	–	﹤0.01%	285
2022 Q4	$456	Buy	+10	New	+$449	﹤0.01%	281

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

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

Western Pacific Wealth Management's TFI Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 10 shares — an estimated $471 sold.

Western Pacific Wealth Management first reported a position in TFI in Q4 2022 and held it in 6 quarters. The position peaked at $474 in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

Western Pacific Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 10 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $471.
Western Pacific Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
Western Pacific Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $474 in Q4 2023.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.