Glenview Trust’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Glenview Trust’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 Q4	–	Sell	-8,605	Closed	-$379K	–	433
2022 Q3	$379K	Hold	8,605	–	–	0.01%	313
2022 Q2	$395K	Hold	8,605	–	–	0.01%	321
2022 Q1	$412K	Hold	8,605	–	–	0.01%	324
2021 Q4	$445K	Hold	8,605	–	–	0.01%	313
2021 Q3	$444K	Hold	8,605	–	–	0.02%	281
2021 Q2	$448K	Hold	8,605	–	–	0.02%	284
2021 Q1	$445K	Hold	8,605	–	–	0.02%	279
2020 Q4	$452K	Hold	8,605	–	–	0.02%	246
2020 Q3	$447K	Hold	8,605	–	–	0.02%	242
2020 Q2	$445K	Hold	8,605	–	–	0.03%	237
2020 Q1	$430K	Hold	8,605	–	–	0.03%	224
2019 Q4	$435K	Hold	8,605	–	–	0.02%	252
2019 Q3	$436K	Buy	+8,605	New	+$437K	0.03%	250

Other funds holding TFI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Glenview Trust's TFI Position: Q4 2022 in Review

Glenview Trust sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 8,605 shares — an estimated $379K sold.

Glenview Trust first reported a position in TFI in Q3 2019 and held it in 13 quarters. The position peaked at $452K in Q4 2020. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Glenview Trust reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Glenview Trust sold 8,605 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $379K.
Glenview Trust first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 13 quarters.
Glenview Trust's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $452K in Q4 2020.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Glenview Trust's 13F filing for Q4 2022, filed 8 Feb 2023.