Westside Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Westside Investment 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 Q1	–	Sell	-210	Closed	-$9.87K	–	912
2023 Q4	$9.87K	Hold	210	–	–	﹤0.01%	590
2023 Q3	$9.18K	Hold	210	–	–	﹤0.01%	599
2023 Q2	$9.69K	Hold	210	–	–	﹤0.01%	595
2023 Q1	$9.83K	Hold	210	–	–	﹤0.01%	591
2022 Q4	$9	Hold	210	–	–	﹤0.01%	629
2022 Q3	$9	Hold	210	–	–	﹤0.01%	619
2022 Q2	$9	Hold	210	–	–	﹤0.01%	621
2022 Q1	$10	Hold	210	–	–	﹤0.01%	616
2021 Q4	$10	Hold	210	–	–	﹤0.01%	595
2021 Q3	$10	Hold	210	–	–	﹤0.01%	585
2021 Q2	$10	Hold	210	–	–	﹤0.01%	577
2021 Q1	$10	Hold	210	–	–	﹤0.01%	561
2020 Q4	$11	Hold	210	–	–	﹤0.01%	495
2020 Q3	$10	Hold	210	–	–	﹤0.01%	495
2020 Q2	$10	Hold	210	–	–	﹤0.01%	483
2020 Q1	$10	Buy	+210	New	+$10.7K	﹤0.01%	472
2019 Q2	$10	Buy	+210	New	+$10.4K	﹤0.01%	478
2018 Q4	$10.1K	Buy	+210	New	+$9.94K	﹤0.01%	468

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

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

Westside Investment Management's TFI Position: Q1 2024 in Review

Westside Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 210 shares — an estimated $9.87K sold.

Westside Investment Management first reported a position in TFI in Q4 2018 and held it in 18 quarters. The position peaked at $10.1K in Q4 2018. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

Westside Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Westside Investment Management sold 210 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $9.87K.
Westside Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 18 quarters.
Westside Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10.1K in Q4 2018.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Westside Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.