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

Burt 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 Q2	–	Sell	-10,596	Closed	-$507K	–	103
2022 Q1	$507K	Hold	10,596	–	–	0.15%	50
2021 Q4	$548K	Hold	10,596	–	–	0.18%	46
2021 Q3	$546K	Hold	10,596	–	–	0.17%	46
2021 Q2	$552K	Hold	10,596	–	–	0.2%	44
2021 Q1	$547K	Hold	10,596	–	–	0.2%	45
2020 Q4	$556K	Hold	10,596	–	–	0.19%	40
2020 Q3	$550K	Hold	10,596	–	–	0.21%	39
2020 Q2	$547K	Hold	10,596	–	–	0.22%	33
2020 Q1	$530K	Sell	10,596 -6,292	-37%	-$320K	0.24%	31
2019 Q4	$854K	Hold	16,888	–	–	0.33%	28
2019 Q3	$856K	Hold	16,888	–	–	0.35%	24
2019 Q2	$847K	Hold	16,888	–	–	0.37%	24
2019 Q1	$832K	Sell	16,888 -2,434	-13%	-$118K	0.38%	23
2018 Q4	$930K	Buy	19,322 +17,110	+774%	+$810K	0.44%	31
2018 Q3	$105K	Buy	2,212 +876	+66%	+$42K	0.05%	130
2018 Q2	$64K	Buy	+1,336	New	+$63.9K	0.03%	159

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burt Wealth Advisors's TFI Position: Q2 2022 in Review

Burt Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 10,596 shares — an estimated $507K sold.

Burt Wealth Advisors first reported a position in TFI in Q2 2018 and held it in 16 quarters. The position peaked at $930K in Q4 2018. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Burt Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Burt Wealth Advisors sold 10,596 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $507K.
Burt Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 16 quarters.
Burt Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $930K in Q4 2018.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Burt Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.