1834 Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-2,575	Closed	-$118K	–	423
2022 Q2	$118K	Buy	+2,575	New	+$119K	0.02%	219
2022 Q1	–	Sell	-2,575	Closed	-$133K	–	476
2021 Q4	$133K	Hold	2,575	–	–	0.02%	214
2021 Q3	$133K	Hold	2,575	–	–	0.02%	218
2021 Q2	$134K	Hold	2,575	–	–	0.02%	215
2021 Q1	$133K	Sell	2,575 -3,075	-54%	-$160K	0.02%	225
2020 Q4	$297K	Hold	5,650	–	–	0.04%	165
2020 Q3	$293K	Hold	5,650	–	–	0.04%	158
2020 Q2	$292K	Hold	5,650	–	–	0.05%	150
2020 Q1	$283K	Hold	5,650	–	–	0.05%	145
2019 Q4	$286K	Hold	5,650	–	–	0.04%	161
2019 Q3	$287K	Hold	5,650	–	–	0.04%	162
2019 Q2	$283K	Hold	5,650	–	–	0.04%	161
2019 Q1	$279K	Hold	5,650	–	–	0.04%	164
2018 Q4	$272K	Sell	5,650 -545	-9%	-$25.8K	0.05%	155
2018 Q3	$294K	Sell	6,195 -200	-3%	-$9.58K	0.04%	163
2018 Q2	$307K	Hold	6,395	–	–	0.05%	151
2018 Q1	$307K	Hold	6,395	–	–	0.05%	149
2017 Q4	$313K	Hold	6,395	–	–	0.05%	151
2017 Q3	$313K	Hold	6,395	–	–	0.06%	137
2017 Q2	$311K	Hold	6,395	–	–	0.06%	141
2017 Q1	$306K	Hold	6,395	–	–	0.06%	157
2016 Q4	$303K	Hold	6,395	–	–	0.06%	150
2016 Q3	$320K	Hold	6,395	–	–	0.07%	139
2016 Q2	$324K	Buy	6,395 +745	+13%	+$37.2K	0.07%	147
2016 Q1	$279K	Hold	5,650	–	–	0.06%	149
2015 Q4	$275K	Hold	5,650	–	–	0.06%	156
2015 Q3	$272K	Buy	+5,650	New	+$270K	0.07%	166

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1834 Investment Advisors's TFI Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 2,575 shares — an estimated $118K sold.

1834 Investment Advisors first reported a position in TFI in Q3 2015 and held it in 27 quarters. The position peaked at $324K in Q2 2016. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

1834 Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 2,575 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $118K.
1834 Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2015 and held it in 27 quarters.
1834 Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $324K in Q2 2016.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.