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

BDO Wealth 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	-29	Closed	-$1K	–	1136
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	1013
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	1030
2021 Q4	$2K	Hold	29	–	–	﹤0.01%	959
2021 Q3	$1K	Buy	29 +8	+38%	+$417	﹤0.01%	1029
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	1078
2021 Q1	$1K	Buy	+21	New	+$1.09K	﹤0.01%	1112
2020 Q1	–	Sell	-3	Closed	–	–	826
2019 Q4	$0	Hold	3	–	–	﹤0.01%	639
2019 Q3	$0	Hold	3	–	–	﹤0.01%	655
2019 Q2	$0	Hold	3	–	–	﹤0.01%	689
2019 Q1	$0	Hold	3	–	–	﹤0.01%	665
2018 Q4	$0	Buy	+3	New	+$142	﹤0.01%	624

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

BDO Wealth Advisors's TFI Position: Q3 2022 in Review

BDO Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in TFI in Q4 2018 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

BDO Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 29 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 11 quarters.
BDO Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q4 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.