Coldstream Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Coldstream Capital Management’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 Q2	$278K	Sell	6,066 -645	-10%	-$29.8K	0.01%	594
2022 Q1	$321K	Buy	6,711 +440	+7%	+$21.9K	0.01%	544
2021 Q4	$324K	Sell	6,271 -538	-8%	-$27.7K	0.01%	587
2021 Q3	$351K	Sell	6,809 -450	-6%	-$23.5K	0.02%	295
2021 Q2	$378K	Buy	+7,259	New	+$378K	0.02%	330

Other funds holding TFI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coldstream Capital Management's TFI Position: Q2 2022 in Review

Coldstream Capital Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 9.6% in Q2 2022, selling an estimated $29.8K and leaving 6,066 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #594.

Coldstream Capital Management first reported a position in TFI in Q2 2021 and has held it in 5 quarters since. The position peaked at $378K in Q2 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Coldstream Capital Management held 6,066 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $278K as of Q2 2022.
Coldstream Capital Management sold 645 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $29.8K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Coldstream Capital Management's portfolio in Q2 2022, its #594 holding.
Coldstream Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and has held it in 5 quarters since.
Coldstream Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $378K in Q2 2021.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Coldstream Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.