Blume Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Blume Capital 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
2021 Q3	–	Sell	-500	Closed	-$26K	–	312
2021 Q2	$26K	Hold	500	–	–	0.01%	207
2021 Q1	$26K	Sell	500 -500	-50%	-$26K	0.01%	190
2020 Q4	$52K	Sell	1,000 -536	-35%	-$27.9K	0.02%	117
2020 Q3	$80K	Hold	1,536	–	–	0.04%	98
2020 Q2	$79K	Hold	1,536	–	–	0.04%	96
2020 Q1	$76K	Hold	1,536	–	–	0.05%	91
2019 Q4	$77K	Hold	1,536	–	–	0.04%	105
2019 Q3	$77K	Hold	1,536	–	–	0.04%	106
2019 Q2	$77K	Hold	1,536	–	–	0.04%	101
2019 Q1	$76K	Hold	1,536	–	–	0.04%	108
2018 Q4	$74K	Hold	1,536	–	–	0.04%	106
2018 Q3	$73K	Hold	1,536	–	–	0.04%	97
2018 Q2	$74K	Hold	1,536	–	–	0.04%	91
2018 Q1	$73K	Hold	1,536	–	–	0.04%	97
2017 Q4	$75K	Hold	1,536	–	–	0.04%	101
2017 Q3	$75K	Hold	1,536	–	–	0.04%	96
2017 Q2	$75K	Hold	1,536	–	–	0.04%	84
2017 Q1	$74K	Hold	1,536	–	–	0.04%	79
2016 Q4	$73K	Hold	1,536	–	–	0.04%	80
2016 Q3	$77K	Hold	1,536	–	–	0.05%	72
2016 Q2	$78K	Buy	+1,536	New	+$76.6K	0.05%	77

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Blume Capital Management's TFI Position: Q3 2021 in Review

Blume Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 500 shares — an estimated $26K sold.

Blume Capital Management first reported a position in TFI in Q2 2016 and held it in 21 quarters. The position peaked at $80K in Q3 2020. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

Blume Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Blume Capital Management sold 500 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $26K.
Blume Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2016 and held it in 21 quarters.
Blume Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $80K in Q3 2020.
325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Blume Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.