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Woodmont Investment Counsel’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Woodmont Investment Counsel’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
-1,081
Closed -$50.2K – 349
2024
Q1 		$50.2K Buy
+1,081
New +$50.5K ﹤0.01% 303

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 $336B AUM 34.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Woodmont Investment Counsel's TFI Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 1,081 shares — an estimated $50.2K sold.

Woodmont Investment Counsel first reported a position in TFI in Q1 2024 and held it in 1 quarter. The position peaked at $50.2K in Q1 2024. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,081 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $50.2K.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $50.2K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.