Buckingham Strategic Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Buckingham Strategic Wealth’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	-4,554	Closed	-$209K	–	646
2022 Q2	$209K	Buy	4,554 +141	+3%	+$6.51K	﹤0.01%	549
2022 Q1	$211K	Buy	4,413 +32	+0.7%	+$1.59K	﹤0.01%	555
2021 Q4	$227K	Buy	4,381 +22	+0.5%	+$1.14K	﹤0.01%	540
2021 Q3	$225K	Buy	4,359 +3	+0.1%	+$156	﹤0.01%	533
2021 Q2	$227K	Sell	4,356 -7	-0.2%	-$364	0.01%	533
2021 Q1	$225K	Buy	+4,363	New	+$227K	0.01%	494
2020 Q3	–	Sell	-3,978	Closed	-$206K	–	496
2020 Q2	$206K	Sell	3,978 -378	-9%	-$19.3K	0.02%	376
2020 Q1	$218K	Sell	4,356 -1,230	-22%	-$62.5K	0.02%	411
2019 Q4	$283K	Buy	+5,586	New	+$283K	0.03%	371

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

Buckingham Strategic Wealth's TFI Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 4,554 shares — an estimated $209K sold.

Buckingham Strategic Wealth first reported a position in TFI in Q4 2019 and held it in 9 quarters. The position peaked at $283K in Q4 2019. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Buckingham Strategic Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,554 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $209K.
Buckingham Strategic Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 9 quarters.
Buckingham Strategic Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $283K in Q4 2019.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.