Heritage Wealth Management (Arizona)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Heritage Wealth Management (Arizona)’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	$26.6K	Buy	584 +292	+100%	+$13.1K	﹤0.01%	608
2022 Q3	$13K	Buy	292 +76	+35%	+$3.49K	﹤0.01%	617
2022 Q2	$9.91K	Hold	216	–	–	﹤0.01%	664
2022 Q1	$10K	Buy	+216	New	+$10.8K	﹤0.01%	714
2021 Q3	$14K	Hold	277	–	–	0.01%	613
2021 Q2	$14K	Buy	+277	New	+$14.4K	0.01%	619

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

Heritage Wealth Management (Arizona)'s TFI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 100% in Q4 2022, buying an estimated $13.1K and bringing the position to 584 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Heritage Wealth Management (Arizona) first reported a position in TFI in Q2 2021 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Heritage Wealth Management (Arizona) held 584 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $26.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 292 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $13.1K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #608 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and has held it in 6 quarters since.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.