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Atwood & Palmer’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Atwood & Palmer’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
2021
Q1 		– Sell
-21
Closed -$1K – 450
2020
Q4 		$1K Buy
+21
New +$1.09K ﹤0.01% 365

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atwood & Palmer's TFI Position: Q1 2021 in Review

Atwood & Palmer sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Atwood & Palmer first reported a position in TFI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

  • Atwood & Palmer reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Atwood & Palmer sold 21 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $1K.
  • Atwood & Palmer first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Atwood & Palmer's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Atwood & Palmer's 13F filing for Q1 2021, filed 26 Apr 2021.