Harborview Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Harborview Advisors’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
2021 Q3	$1.22M	Sell	23,699 -1,008	-4%	-$52.6K	0.68%	29
2021 Q2	$1.29M	Sell	24,707 -164	-0.7%	-$8.53K	0.72%	29
2021 Q1	$1.28M	Sell	24,871 -426	-2%	-$22.2K	0.78%	28
2020 Q4	$1.33M	Buy	25,297 +1,462	+6%	+$76.1K	0.89%	26
2020 Q3	$1.24M	Buy	23,835 +1,234	+5%	+$64.3K	0.94%	23
2020 Q2	$1.17M	Sell	22,601 -244	-1%	-$12.4K	0.97%	22
2020 Q1	$1.14M	Sell	22,845 -1,681	-7%	-$85.4K	1.14%	16
2019 Q4	$1.24M	Sell	24,526 -229	-0.9%	-$11.6K	0.95%	18
2019 Q3	$1.25M	Buy	24,755 +575	+2%	+$29.2K	1.01%	17
2019 Q2	$1.21M	Buy	24,180 +3,152	+15%	+$157K	0.98%	18
2019 Q1	$1.04M	Buy	+21,028	New	+$1.02M	0.9%	23

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Harborview Advisors's TFI Position: Q3 2021 in Review

Harborview Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 4.1% in Q3 2021, selling an estimated $52.6K and leaving 23,699 shares worth $1.22M. The position accounts for 0.68% of the portfolio, ranked #29.

Harborview Advisors first reported a position in TFI in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2020. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

Harborview Advisors held 23,699 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.22M as of Q3 2021.
Harborview Advisors sold 1,008 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $52.6K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.68% of Harborview Advisors's portfolio in Q3 2021, its #29 holding.
Harborview Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2019 and has held it in 11 quarters since.
Harborview Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.33M in Q4 2020.
325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.