WFAG
TFI icon

Worth Financial Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Worth Financial Advisory Group’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
2023
Q1 		– Sell
-6,448
Closed -$294K – 122
2022
Q4 		$294K Buy
+6,448
New +$290K 0.34% 78

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Worth Financial Advisory Group's TFI Position: Q1 2023 in Review

Worth Financial Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 6,448 shares — an estimated $294K sold.

Worth Financial Advisory Group first reported a position in TFI in Q4 2022 and held it in 1 quarter. The position peaked at $294K in Q4 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Worth Financial Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Worth Financial Advisory Group sold 6,448 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $294K.
  • Worth Financial Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Worth Financial Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $294K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Worth Financial Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.