KIG
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Kowal Investment Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-373
Closed -$19K – 849
2021
Q3 		$19K Buy
+373
New +$19.5K 0.01% 397

Other funds holding TFI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kowal Investment Group's TFI Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2021, closing a stake of 373 shares — an estimated $19K sold.

Kowal Investment Group first reported a position in TFI in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 373 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2021, an estimated $19K.
  • Kowal Investment Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $19K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.