Accel Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Accel Wealth Management’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	-773	Closed	-$36K	–	1095
2022 Q2	$36K	Hold	773	–	–	0.02%	415
2022 Q1	$37K	Hold	773	–	–	0.02%	430
2021 Q4	$40K	Hold	773	–	–	0.02%	420
2021 Q3	$40K	Hold	773	–	–	0.03%	365
2021 Q2	$40K	Hold	773	–	–	0.03%	387
2021 Q1	$40K	Hold	773	–	–	0.03%	355
2020 Q4	$41K	Buy	+773	New	+$40.2K	0.04%	332

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

Accel Wealth Management's TFI Position: Q3 2022 in Review

Accel Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 773 shares — an estimated $36K sold.

Accel Wealth Management first reported a position in TFI in Q4 2020 and held it in 7 quarters. The position peaked at $41K in Q4 2020. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Accel Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Accel Wealth Management sold 773 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $36K.
Accel Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $41K in Q4 2020.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.