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IEQ Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

IEQ Capital’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
Q3 		– Sell
-7,894
Closed -$362K – 877
2022
Q2 		$362K Buy
7,894
+51
+0.7% +$2.35K 0.01% 548
2022
Q1 		$376K Buy
+7,843
New +$391K 0.01% 581

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's TFI Position: Q3 2022 in Review

IEQ Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 7,894 shares — an estimated $362K sold.

IEQ Capital first reported a position in TFI in Q1 2022 and held it in 2 quarters. The position peaked at $376K in Q1 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

  • IEQ Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • IEQ Capital sold 7,894 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $362K.
  • IEQ Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • IEQ Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $376K in Q1 2022.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on IEQ Capital's 13F filing for Q3 2022, filed 4 Nov 2022.