Creative Financial Designs’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-35	Closed	-$2K	–	1321
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	1140
2021 Q3	$2K	Buy	35 +1	+3%	+$52	﹤0.01%	1325
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	1347
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	1237
2020 Q4	$2K	Buy	+34	New	+$1.77K	﹤0.01%	1153

Other funds holding TFI

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

CSIA

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Creative Financial Designs's TFI Position: Q1 2022 in Review

Creative Financial Designs sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 35 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in TFI in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Creative Financial Designs reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 35 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $2K.
Creative Financial Designs first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Creative Financial Designs's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q4 2021.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.