Capital Asset Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Capital Asset Advisory Services’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	-18	Closed	-$1K	–	570
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	565
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	560
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	591
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	696
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	717
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	685
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1562
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	545
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	570
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	505
2019 Q4	$1K	Buy	+18	New	+$911	﹤0.01%	591

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

Capital Asset Advisory Services's TFI Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in TFI in Q4 2019 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Capital Asset Advisory Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 18 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $1K.
Capital Asset Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 11 quarters.
Capital Asset Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q2 2022.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.