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Laurel Wealth Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-32
Closed -$2K – 283
2022
Q1 		$2K Buy
+32
New +$1.59K ﹤0.01% 249

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Planning's TFI Position: Q2 2022 in Review

Laurel Wealth Planning sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 32 shares — an estimated $2K sold.

Laurel Wealth Planning first reported a position in TFI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Laurel Wealth Planning reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 32 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $2K.
  • Laurel Wealth Planning first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.