Blue Chip Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Blue Chip Partners’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 Q1	–	Sell	-9,479	Closed	-$490K	–	183
2021 Q4	$490K	Buy	9,479 +51	+0.5%	+$2.63K	0.06%	96
2021 Q3	$486K	Buy	9,428 +39	+0.4%	+$2.03K	0.07%	89
2021 Q2	$489K	Buy	9,389 +41	+0.4%	+$2.13K	0.07%	87
2021 Q1	$483K	Buy	9,348 +30	+0.3%	+$1.56K	0.07%	85
2020 Q4	$489K	Buy	9,318 +69	+0.7%	+$3.59K	0.08%	80
2020 Q3	$480K	Buy	9,249 +44	+0.5%	+$2.29K	0.09%	74
2020 Q2	$476K	Buy	9,205 +46	+0.5%	+$2.34K	0.09%	70
2020 Q1	$458K	Buy	9,159 +32	+0.4%	+$1.63K	0.11%	70
2019 Q4	$462K	Buy	9,127 +64	+0.7%	+$3.24K	0.09%	94
2019 Q3	$459K	Buy	9,063 +48	+0.5%	+$2.44K	0.1%	87
2019 Q2	$452K	Buy	9,015 +19	+0.2%	+$944	0.1%	86
2019 Q1	$443K	Sell	8,996 -1,524	-14%	-$74K	0.1%	90
2018 Q4	$506K	Buy	+10,520	New	+$498K	0.13%	89
2018 Q3	–	Sell	-2,079	Closed	-$100K	–	145
2018 Q2	$100K	Buy	+2,079	New	+$99.5K	0.03%	142

Other funds holding TFI

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

CSIA

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Blue Chip Partners's TFI Position: Q1 2022 in Review

Blue Chip Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 9,479 shares — an estimated $490K sold.

Blue Chip Partners first reported a position in TFI in Q2 2018 and held it in 14 quarters. The position peaked at $506K in Q4 2018. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Blue Chip Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Blue Chip Partners sold 9,479 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $490K.
Blue Chip Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 14 quarters.
Blue Chip Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $506K in Q4 2018.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Blue Chip Partners's 13F filing for Q1 2022, filed 4 May 2022.