Clear Perspective Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Clear Perspective 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
2021 Q1	–	Sell	-26,864	Closed	-$1.41M	–	161
2020 Q4	$1.41M	Hold	26,864	–	–	0.58%	35
2020 Q3	$217	Buy	+26,864	New	+$1.4M	0.1%	127
2020 Q2	–	Sell	-29,250	Closed	-$1.46M	–	128
2020 Q1	$1.46M	Hold	29,250	–	–	0.98%	19
2019 Q4	$1.48M	Sell	29,250 -29,250	-50%	-$1.48M	0.92%	24
2019 Q3	$2.95M	Buy	58,500 +29,250	+100%	+$1.48M	1.34%	15
2019 Q2	$1.47M	Hold	29,250	–	–	0.94%	24
2019 Q1	$1.44M	Hold	29,250	–	–	1.02%	24
2018 Q4	$1.41M	Hold	29,250	–	–	1.17%	18
2018 Q3	$1.39M	Sell	29,250 -1,000	-3%	-$47.9K	1.03%	24
2018 Q2	$1.45M	Hold	30,250	–	–	1.01%	23
2018 Q1	$1.45M	Hold	30,250	–	–	1.09%	21
2017 Q4	$1.48M	Hold	30,250	–	–	1.13%	17
2017 Q3	$1.48M	Sell	30,250 -500	-2%	-$24.5K	1.21%	16
2017 Q2	$1.5M	Hold	30,750	–	–	1.26%	15
2017 Q1	$1.47M	Hold	30,750	–	–	0.97%	18
2016 Q4	$1.46M	Buy	+30,750	New	+$1.49M	0.97%	21

Other funds holding TFI

CSIA

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Clear Perspective Advisors's TFI Position: Q1 2021 in Review

Clear Perspective Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 26,864 shares — an estimated $1.41M sold.

Clear Perspective Advisors first reported a position in TFI in Q4 2016 and held it in 16 quarters. The position peaked at $2.95M in Q3 2019. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

Clear Perspective Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 26,864 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $1.41M.
Clear Perspective Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 16 quarters.
Clear Perspective Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.95M in Q3 2019.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.