First Capital Advisors Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

First Capital Advisors Group’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
2023 Q2	–	Hold	0	–	–	–	966
2018 Q2	–	Sell	-1,891	Closed	-$91K	–	698
2018 Q1	$91K	Buy	+1,891	New	+$91K	0.05%	218

Other funds holding TFI

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

First Capital Advisors Group's TFI Position: Q2 2023 in Review

First Capital Advisors Group held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2023 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #966.

First Capital Advisors Group first reported a position in TFI in Q1 2018 and has held it in 1 quarter since. The position peaked at $91K in Q1 2018. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

First Capital Advisors Group held 0 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $13 as of Q2 2023.
First Capital Advisors Group left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2023.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #966 holding.
First Capital Advisors Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and has held it in 1 quarter since.
First Capital Advisors Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $91K in Q1 2018.
307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.