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

JNBA Financial 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
2022 Q3	–	Sell	-4	Closed	–	–	752
2022 Q2	$0	Hold	4	–	–	﹤0.01%	760
2022 Q1	$0	Hold	4	–	–	﹤0.01%	840
2021 Q4	$0	Hold	4	–	–	﹤0.01%	880
2021 Q3	$0	Hold	4	–	–	﹤0.01%	752
2021 Q2	$0	Hold	4	–	–	﹤0.01%	707
2021 Q1	$0	Buy	+4	New	+$208	﹤0.01%	669
2016 Q3	–	Sell	-1,605	Closed	-$81K	–	1664
2016 Q2	$81K	Hold	1,605	–	–	0.02%	172
2016 Q1	$79K	Hold	1,605	–	–	0.03%	162
2015 Q4	$78K	Hold	1,605	–	–	0.03%	161
2015 Q3	$77K	Hold	1,605	–	–	0.03%	152
2015 Q2	$76K	Hold	1,605	–	–	0.03%	152
2015 Q1	$78K	Hold	1,605	–	–	0.03%	151
2014 Q4	$78K	Hold	1,605	–	–	0.03%	155
2014 Q3	$77K	Hold	1,605	–	–	0.03%	157
2014 Q2	$76K	Hold	1,605	–	–	0.04%	150
2014 Q1	$75K	Hold	1,605	–	–	0.04%	142
2013 Q4	$72K	Hold	1,605	–	–	0.04%	146
2013 Q3	$73K	Hold	1,605	–	–	0.05%	136
2013 Q2	$73K	Buy	+1,605	New	+$76.5K	0.05%	130

Other funds holding TFI

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JNBA Financial Advisors's TFI Position: Q3 2022 in Review

JNBA Financial Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 4 shares.

JNBA Financial Advisors first reported a position in TFI in Q2 2013 and held it in 19 quarters. The position peaked at $81K in Q2 2016. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

JNBA Financial Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 4 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022.
JNBA Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 19 quarters.
JNBA Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $81K in Q2 2016.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.