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

ACG Wealth’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
2020 Q2	–	Sell	-4,116	Closed	-$206K	–	308
2020 Q1	$206K	Buy	+4,116	New	+$209K	0.04%	267
2017 Q3	–	Sell	-14,669	Closed	-$714K	–	319
2017 Q2	$714K	Buy	14,669 +43	+0.3%	+$2.09K	0.12%	147
2017 Q1	$701K	Buy	+14,626	New	+$697K	0.13%	138

Other funds holding TFI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ACG Wealth's TFI Position: Q2 2020 in Review

ACG Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2020, closing a stake of 4,116 shares — an estimated $206K sold.

ACG Wealth first reported a position in TFI in Q1 2017 and held it in 3 quarters. The position peaked at $714K in Q2 2017. 268 funds tracked by Wall St. Rank hold TFI as of Q2 2020.

ACG Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
ACG Wealth sold 4,116 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2020, an estimated $206K.
ACG Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2017 and held it in 3 quarters.
ACG Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $714K in Q2 2017.
268 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.