Liberty Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Liberty Wealth Management’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	-183	Closed	-$9K	–	1007
2021 Q3	$9K	Sell	183 -101	-36%	-$5.27K	﹤0.01%	851
2021 Q2	$15K	Buy	284 +104	+58%	+$5.41K	0.01%	574
2021 Q1	$9K	Hold	180	–	–	﹤0.01%	622
2020 Q4	$9K	Buy	180 +1	+0.6%	+$52	﹤0.01%	617
2020 Q3	$9K	Buy	+179	New	+$9.33K	0.01%	540
2020 Q2	–	Sell	-3,246	Closed	-$162K	–	980
2020 Q1	$162K	Sell	3,246 -41	-1%	-$2.08K	0.14%	100
2019 Q4	$166K	Hold	3,287	–	–	0.13%	118
2019 Q3	$167K	Buy	3,287 +3,246	+7,917%	+$165K	0.16%	106
2019 Q2	$2K	Buy	+41	New	+$2.04K	﹤0.01%	777

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's TFI Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2021, closing a stake of 183 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in TFI in Q2 2019 and held it in 9 quarters. The position peaked at $167K in Q3 2019. 341 funds tracked by Wall St. Rank hold TFI as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 183 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2021, an estimated $9K.
Liberty Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2019 and held it in 9 quarters.
Liberty Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $167K in Q3 2019.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.