Clarus Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Clarus Wealth 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
2019 Q2	–	Sell	-625	Closed	-$31K	–	699
2019 Q1	$31K	Hold	625	–	–	0.02%	356
2018 Q4	$30K	Hold	625	–	–	0.05%	339
2018 Q3	$30K	Hold	625	–	–	0.02%	376
2018 Q2	$30K	Buy	+625	New	+$29.9K	0.02%	366

Other funds holding TFI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarus Wealth Advisors's TFI Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 625 shares — an estimated $31K sold.

Clarus Wealth Advisors first reported a position in TFI in Q2 2018 and held it in 4 quarters. The position peaked at $31K in Q1 2019. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

Clarus Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 625 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $31K.
Clarus Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $31K in Q1 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.