IF
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Ironwood Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ironwood Financial’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
2015
Q3 		$735K Sell
15,250
-2,029
-12% -$96.9K 0.36% 38
2015
Q2 		$820K Buy
17,279
+779
+5% +$37.2K 0.39% 38
2015
Q1 		$799K Sell
16,500
-2,451
-13% -$119K 0.38% 40
2014
Q4 		$916K Buy
+18,951
New +$913K 0.5% 35

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ironwood Financial's TFI Position: Q3 2015 in Review

Ironwood Financial reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 12% in Q3 2015, selling an estimated $96.9K and leaving 15,250 shares worth $735K. The position accounts for 0.36% of the portfolio, ranked #38.

Ironwood Financial first reported a position in TFI in Q4 2014 and has held it in 4 quarters since. The position peaked at $916K in Q4 2014. 145 funds tracked by Wall St. Rank hold TFI as of Q3 2015.

  • Ironwood Financial held 15,250 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $735K as of Q3 2015.
  • Ironwood Financial sold 2,029 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2015, an estimated $96.9K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.36% of Ironwood Financial's portfolio in Q3 2015, its #38 holding.
  • Ironwood Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $916K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.