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Center for Financial Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-233
Closed -$12K – 567
2020
Q1 		$12K Hold
233
– – ﹤0.01% 303
2019
Q4 		$12K Buy
+233
New +$11.8K ﹤0.01% 302

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Center for Financial Planning's TFI Position: Q2 2020 in Review

Center for Financial Planning sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2020, closing a stake of 233 shares — an estimated $12K sold.

Center for Financial Planning first reported a position in TFI in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q1 2020. 268 funds tracked by Wall St. Rank hold TFI as of Q2 2020.

  • Center for Financial Planning reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 233 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2020, an estimated $12K.
  • Center for Financial Planning first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $12K in Q1 2020.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.