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

Hohimer 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
Q2 		– Sell
-7,457
Closed -$357K – 219
2022
Q1 		$357K Buy
7,457
+1,071
+17% +$53.4K 0.07% 162
2021
Q4 		$330K Buy
+6,386
New +$329K 0.07% 161

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hohimer Wealth Management's TFI Position: Q2 2022 in Review

Hohimer Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 7,457 shares — an estimated $357K sold.

Hohimer Wealth Management first reported a position in TFI in Q4 2021 and held it in 2 quarters. The position peaked at $357K in Q1 2022. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Hohimer Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 7,457 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $357K.
  • Hohimer Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Hohimer Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $357K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Hohimer Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.