Bruderman Asset Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bruderman Asset 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
2020 Q4	–	Sell	-12,477	Closed	-$648K	–	112
2020 Q3	$648K	Sell	12,477 -12	-0.1%	-$626	0.21%	75
2020 Q2	$644K	Buy	12,489 +200	+2%	+$10.2K	0.21%	75
2020 Q1	$598K	Buy	+12,289	New	+$624K	0.24%	67

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bruderman Asset Management's TFI Position: Q4 2020 in Review

Bruderman Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2020, closing a stake of 12,477 shares — an estimated $648K sold.

Bruderman Asset Management first reported a position in TFI in Q1 2020 and held it in 3 quarters. The position peaked at $648K in Q3 2020. 296 funds tracked by Wall St. Rank hold TFI as of Q4 2020.

Bruderman Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
Bruderman Asset Management sold 12,477 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2020, an estimated $648K.
Bruderman Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 3 quarters.
Bruderman Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $648K in Q3 2020.
296 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.