Lenox Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Lenox Wealth 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 Q1	$364K	Buy	7,678 +7,265	+1,759%	+$362K	0.05%	78
2021 Q4	$21K	Buy	413 +35	+9%	+$1.8K	﹤0.01%	388
2021 Q3	$19K	Hold	378	–	–	﹤0.01%	370
2021 Q2	$20K	Hold	378	–	–	﹤0.01%	365
2021 Q1	$20K	Sell	378 -158	-29%	-$8.22K	﹤0.01%	314
2020 Q4	$28K	Buy	536 +134	+33%	+$6.98K	﹤0.01%	262
2020 Q3	$21K	Hold	402	–	–	﹤0.01%	280
2020 Q2	$21K	Hold	402	–	–	﹤0.01%	285
2020 Q1	$20K	Sell	402 -526	-57%	-$26.7K	﹤0.01%	265
2019 Q4	$47K	Buy	928 +526	+131%	+$26.6K	0.01%	183
2019 Q3	$20K	Hold	402	–	–	﹤0.01%	304
2019 Q2	$20K	Sell	402 -19	-5%	-$944	﹤0.01%	225
2019 Q1	$21K	Hold	421	–	–	﹤0.01%	198
2018 Q4	$20K	Sell	421 -57	-12%	-$2.7K	﹤0.01%	197
2018 Q3	$23K	Sell	478 -83	-15%	-$3.98K	﹤0.01%	197
2018 Q2	$27K	Sell	561 -854	-60%	-$40.9K	0.01%	221
2018 Q1	$68K	Buy	1,415 +1,088	+333%	+$52.4K	0.02%	139
2017 Q4	$16K	Sell	327 -157	-32%	-$7.68K	﹤0.01%	146
2017 Q3	$24K	Buy	+484	New	+$23.7K	0.01%	66

Other funds holding TFI

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Lenox Wealth Advisors's TFI Position: Q1 2022 in Review

Lenox Wealth Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1,759% in Q1 2022, buying an estimated $362K and bringing the position to 7,678 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #78.

Lenox Wealth Advisors first reported a position in TFI in Q3 2017 and has held it in 19 quarters since. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Lenox Wealth Advisors held 7,678 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $364K as of Q1 2022.
Lenox Wealth Advisors bought 7,265 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $362K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.05% of Lenox Wealth Advisors's portfolio in Q1 2022, its #78 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and has held it in 19 quarters since.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.