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Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni shares owned by Betterment

Quarter-by-quarter ownership of Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

201720182019202020212022202320240100M200M300M400M500M05M10M
Value ($)Share countHistorical TFI position of Betterment Source: stockzoa.comValue ($)Share count

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All positions including Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni by Betterment

Quarter filed Position value Share count Share price at filing
2024-12-31 $323M 7.1M 45.62
2024-09-30 $321M 6.8M 46.83
2024-06-30 $316M 6.9M 45.75
2024-03-31 $327M 7.0M 46.48
2023-12-31 $339M 7.2M 47.00
2023-09-30 $225M 5.2M 43.70
2023-06-30 $271M 5.9M 46.16
2023-03-31 $256M 5.5M 46.82
2022-12-31 $245M 5.4M 45.62
2022-09-30 $501M 11M 45.86
2022-06-30 $501M 11M 45.86
2022-03-31 $479M 10M 47.88
2021-12-31 $189M 3.7M 51.73
2021-09-30 $189M 3.7M 51.57
2021-06-30 $195M 3.7M 52.11
2021-03-31 $200M 3.9M 51.66
2020-12-31 $205M 3.9M 52.49
2020-09-30 $208M 4.0M 51.93
2020-06-30 $216M 4.2M 51.66
2020-03-31 $202M 4.0M 50.00
2019-12-31 $162M 3.2M 50.58
2019-09-30 $174M 3.5M 50.14
2019-06-30 $174M 3.5M 50.14
2019-03-31 $182M 3.7M 49.28
2018-12-31 $185M 3.8M 48.12
2018-09-30 $243M 5.1M 47.48
2018-06-30 $253M 5.3M 47.98
2018-03-31 $243M 5.1M 47.67
2017-12-31 $182M 3.7M 48.97
2017-09-30 $184M 3.8M 48.91
2017-06-30 $188M 3.9M 48.69
2017-03-31 $188M 3.9M 47.92
2016-12-31 $141M 3.0M 47.44
2016-09-30 $16M 322k 50.08
2016-06-30 $15M 289k 50.59
2016-03-31 $15M 305k 49.34

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SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
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View all positions for Betterment

Top funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Bank of America Corporation
Morgan Stanley
Betterment
Northwestern Mutual Wealth Management Company
Fisher Investments
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
LPL Financial
Bank Of Montreal
Financial Engines Advisors L.L.C
UBS Group
Assetmark
One Capital Management
Jpmorgan Chase & Co
Foster Group

View all funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni