Cedar Brook Financial Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cedar Brook Financial Partners’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 Q4	–	Sell	-10,857	Closed	-$478K	–	390
2022 Q3	$478K	Buy	+10,857	New	+$499K	0.15%	170
2019 Q4	–	Sell	-5,091	Closed	-$258K	–	323
2019 Q3	$258K	Buy	5,091 +159	+3%	+$8.07K	0.11%	226
2019 Q2	$247K	Buy	4,932 +59	+1%	+$2.93K	0.11%	243
2019 Q1	$240K	Buy	4,873 +96	+2%	+$4.66K	0.12%	234
2018 Q4	$230K	Buy	+4,777	New	+$226K	0.14%	201

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Betterment LLC New York $52.8B AUM 15.34% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Brook Financial Partners's TFI Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 10,857 shares — an estimated $478K sold.

Cedar Brook Financial Partners first reported a position in TFI in Q4 2018 and held it in 5 quarters. The position peaked at $478K in Q3 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Cedar Brook Financial Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 10,857 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $478K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Cedar Brook Financial Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $478K in Q3 2022.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.