Capital Directions Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Capital Directions Investment 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 Q3	–	Sell	-3,634	Closed	-$167K	–	70
2022 Q2	$167K	Sell	3,634 -8,856	-71%	-$409K	0.06%	73
2022 Q1	$598K	Buy	+12,490	New	+$623K	0.18%	42
2021 Q4	–	Sell	-167	Closed	-$9K	–	205
2021 Q3	$9K	Buy	+167	New	+$8.71K	﹤0.01%	238
2014 Q3	–	Sell	-48	Closed	-$2K	–	78
2014 Q2	$2K	Buy	+48	New	+$2.26K	﹤0.01%	66
2013 Q4	–	Sell	-48	Closed	-$2K	–	63
2013 Q3	$2K	Sell	48 -1,085	-96%	-$48.7K	﹤0.01%	62
2013 Q2	$52K	Buy	+1,133	New	+$54K	0.02%	47

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 $336B AUM 34.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.96B AUM 48.96% 1-Year Est. Return

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

Capital Directions Investment Advisors's TFI Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 3,634 shares — an estimated $167K sold.

Capital Directions Investment Advisors first reported a position in TFI in Q2 2013 and held it in 6 quarters. The position peaked at $598K in Q1 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Capital Directions Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 3,634 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $167K.
Capital Directions Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 6 quarters.
Capital Directions Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $598K in Q1 2022.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.