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

Independence 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
2020 Q3	$983K	Hold	18,930	–	–	0.21%	37
2020 Q2	$978K	Hold	18,930	–	–	0.22%	36
2020 Q1	$947K	Hold	18,930	–	–	0.26%	34
2019 Q4	$957K	Hold	18,930	–	–	0.23%	34
2019 Q3	$960K	Hold	18,930	–	–	0.23%	34
2019 Q2	$949K	Hold	18,930	–	–	0.24%	33
2019 Q1	$933K	Hold	18,930	–	–	0.26%	34
2018 Q4	$911K	Buy	+18,930	New	+$896K	0.3%	32

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Independence Advisors's TFI Position: Q3 2020 in Review

Independence Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2020 at 18,930 shares worth $983K. The position accounts for 0.21% of the portfolio, ranked #37.

Independence Advisors first reported a position in TFI in Q4 2018 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

Independence Advisors held 18,930 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $983K as of Q3 2020.
Independence Advisors left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2020.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.21% of Independence Advisors's portfolio in Q3 2020, its #37 holding.
Independence Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 8 quarters since.
271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.