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

Golden State 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
2022 Q1	$505K	Sell	10,546 -9,524	-47%	-$475K	0.1%	172
2021 Q4	$1.04M	Buy	20,070 +39	+0.2%	+$2.01K	0.18%	121
2021 Q3	$1.03M	Buy	20,031 +3,666	+22%	+$191K	0.22%	84
2021 Q2	$853K	Buy	+16,365	New	+$851K	0.19%	108

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

Golden State Wealth Management's TFI Position: Q1 2022 in Review

Golden State Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 47% in Q1 2022, selling an estimated $475K and leaving 10,546 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #172.

Golden State Wealth Management first reported a position in TFI in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Golden State Wealth Management held 10,546 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $505K as of Q1 2022.
Golden State Wealth Management sold 9,524 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $475K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.1% of Golden State Wealth Management's portfolio in Q1 2022, its #172 holding.
Golden State Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and has held it in 4 quarters since.
Golden State Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.04M 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 Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.