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XML Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

XML Financial’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
-58,384
Closed -$2.71M – 350
2024
Q1 		$2.71M Sell
58,384
-640
-1% -$29.9K 0.28% 92
2023
Q4 		$2.77M Buy
59,024
+483
+0.8% +$21.7K 0.29% 93
2023
Q3 		$2.56M Buy
58,541
+45,557
+351% +$2.07M 0.31% 86
2023
Q2 		$599K Hold
12,984
– – 0.07% 199
2023
Q1 		$608K Buy
12,984
+4,179
+47% +$194K 0.07% 194
2022
Q4 		$402K Hold
8,805
– – 0.05% 225
2022
Q3 		$387K Hold
8,805
– – 0.05% 215
2022
Q2 		$404K Buy
+8,805
New +$407K 0.09% 153

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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return