CIA
TFI icon

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

Capital 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
2023
Q1 		– Sell
-9,738
Closed -$444K – 601
2022
Q4 		$444K Buy
+9,738
New +$437K 0.01% 374
2022
Q1 		– Sell
-4,096
Closed -$212K – 617
2021
Q4 		$212K Hold
4,096
– – 0.01% 548
2021
Q3 		$211K Buy
+4,096
New +$214K 0.01% 530

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisors's TFI Position: Q1 2023 in Review

Capital Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 9,738 shares — an estimated $444K sold.

Capital Investment Advisors first reported a position in TFI in Q3 2021 and held it in 3 quarters. The position peaked at $444K in Q4 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Capital Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 9,738 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $444K.
  • Capital Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 3 quarters.
  • Capital Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $444K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Capital Investment Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.