Financial Architects (New Jersey)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-2,640	Closed	-$136K	–	719
2020 Q2	$136K	Sell	2,640 -370	-12%	-$18.8K	0.03%	288
2020 Q1	$151K	Sell	3,010 -2,095	-41%	-$106K	0.04%	258
2019 Q4	$258K	Hold	5,105	–	–	0.06%	218
2019 Q3	$259K	Hold	5,105	–	–	0.06%	210
2019 Q2	$256K	Hold	5,105	–	–	0.05%	220
2019 Q1	$252K	Sell	5,105 -245	-5%	-$11.9K	0.04%	261
2018 Q4	$257K	Buy	5,350 +5,050	+1,683%	+$239K	0.05%	228
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	1024
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	911
2018 Q1	$14K	Hold	300	–	–	﹤0.01%	987
2017 Q4	$15K	Hold	300	–	–	﹤0.01%	1042
2017 Q3	$15K	Hold	300	–	–	﹤0.01%	1030
2017 Q2	$15K	Hold	300	–	–	﹤0.01%	1049
2017 Q1	$14K	Hold	300	–	–	﹤0.01%	1052
2016 Q4	$14K	Buy	+300	New	+$14.5K	﹤0.01%	936
2015 Q3	–	Sell	-1,776	Closed	-$84K	–	838
2015 Q2	$84K	Hold	1,776	–	–	0.03%	338
2015 Q1	$86K	Buy	+1,776	New	+$86.1K	0.03%	312

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

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

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

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

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

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

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

Financial Architects (New Jersey)'s TFI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2020, closing a stake of 2,640 shares — an estimated $136K sold.

Financial Architects (New Jersey) first reported a position in TFI in Q1 2015 and held it in 17 quarters. The position peaked at $259K in Q3 2019. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,640 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020, an estimated $136K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2015 and held it in 17 quarters.
Financial Architects (New Jersey)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $259K in Q3 2019.
271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.