Hefty Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.38M	Sell	49,574 -13,708	-22%	-$660K	1.53%	22
2017 Q4	$3.1M	Buy	63,282 +3,601	+6%	+$176K	1.92%	16
2017 Q3	$2.92M	Buy	59,681 +554	+0.9%	+$27.2K	1.93%	15
2017 Q2	$2.88M	Buy	59,127 +4,967	+9%	+$241K	1.97%	15
2017 Q1	$2.6M	Buy	54,160 +8,187	+18%	+$390K	1.89%	13
2016 Q4	$2.18M	Sell	45,973 -21,624	-32%	-$1.05M	1.83%	18
2016 Q3	$3.38M	Buy	67,597 +11,057	+20%	+$557K	2.57%	7
2016 Q2	$2.86M	Buy	56,540 +2,769	+5%	+$138K	2.36%	9
2016 Q1	$2.65M	Buy	53,771 +20,787	+63%	+$1.02M	2.48%	9
2015 Q4	$1.61M	Buy	+32,984	New	+$1.59M	1.53%	17

Other funds holding TFI

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hefty Wealth Partners's TFI Position: Q1 2018 in Review

Hefty Wealth Partners reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 22% in Q1 2018, selling an estimated $660K and leaving 49,574 shares worth $2.38M. The position accounts for 1.53% of the portfolio, ranked #22.

Hefty Wealth Partners first reported a position in TFI in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.38M in Q3 2016. 216 funds tracked by Wall St. Rank hold TFI as of Q1 2018.

Hefty Wealth Partners held 49,574 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.38M as of Q1 2018.
Hefty Wealth Partners sold 13,708 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2018, an estimated $660K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 1.53% of Hefty Wealth Partners's portfolio in Q1 2018, its #22 holding.
Hefty Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.38M in Q3 2016.
216 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.