Executive Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Executive Wealth 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
2019 Q3	–	Sell	-906	Closed	-$45K	–	719
2019 Q2	$45K	Buy	906 +3	+0.3%	+$149	0.01%	313
2019 Q1	$44K	Sell	903 -5	-0.6%	-$243	0.01%	289
2018 Q4	$44K	Buy	+908	New	+$43K	0.01%	298

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Executive Wealth Management's TFI Position: Q3 2019 in Review

Executive Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 906 shares — an estimated $45K sold.

Executive Wealth Management first reported a position in TFI in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q2 2019. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

Executive Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 906 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $45K.
Executive Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $45K in Q2 2019.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.