James Investment Research’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

James Investment Research’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
2021 Q1	–	Sell	-83	Closed	-$4K	–	548
2020 Q4	$4K	Hold	83	–	–	﹤0.01%	483
2020 Q3	$4K	Hold	83	–	–	﹤0.01%	448
2020 Q2	$4K	Hold	83	–	–	﹤0.01%	423
2020 Q1	$4K	Hold	83	–	–	﹤0.01%	419
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	479
2019 Q3	$4K	Hold	83	–	–	﹤0.01%	537
2019 Q2	$4K	Hold	83	–	–	﹤0.01%	630
2019 Q1	$4K	Hold	83	–	–	﹤0.01%	783
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	755
2018 Q3	$4K	Hold	83	–	–	﹤0.01%	776
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	779
2018 Q1	$4K	Hold	83	–	–	﹤0.01%	768
2017 Q4	$4K	Hold	83	–	–	﹤0.01%	752
2017 Q3	$4K	Hold	83	–	–	﹤0.01%	738
2017 Q2	$4K	Buy	+83	New	+$4.03K	﹤0.01%	704
2013 Q2	–	Hold	0	–	–	–	290

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 $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

James Investment Research's TFI Position: Q1 2021 in Review

James Investment Research sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 83 shares — an estimated $4K sold.

James Investment Research first reported a position in TFI in Q2 2017 and held it in 15 quarters. The position peaked at $4K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

James Investment Research reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
James Investment Research sold 83 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $4K.
James Investment Research first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 15 quarters.
James Investment Research's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4K in Q4 2020.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.