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Intergy Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Intergy Private Wealth’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 		– Sell
-6,109
Closed -$269K – 70
2022
Q3 		$269K Sell
6,109
-383
-6% -$17.6K 0.19% 54
2022
Q2 		$298K Sell
6,492
-26,275
-80% -$1.21M 0.24% 53
2022
Q1 		$1.57M Buy
32,767
+14,978
+84% +$747K 1.09% 19
2021
Q4 		$920K Buy
+17,789
New +$917K 0.72% 30

Other funds holding TFI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Intergy Private Wealth's TFI Position: Q4 2022 in Review

Intergy Private Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 6,109 shares — an estimated $269K sold.

Intergy Private Wealth first reported a position in TFI in Q4 2021 and held it in 4 quarters. The position peaked at $1.57M in Q1 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • Intergy Private Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 6,109 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $269K.
  • Intergy Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • Intergy Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.57M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Intergy Private Wealth's 13F filing for Q4 2022, filed 19 Jan 2023.