Lowe Brockenbrough & Co’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Lowe Brockenbrough & Co’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 Q4	–	Sell	-6,000	Closed	-$264K	–	267
2022 Q3	$264K	Sell	6,000 -3,000	-33%	-$138K	0.03%	233
2022 Q2	$413K	Sell	9,000 -7,000	-44%	-$323K	0.04%	214
2022 Q1	$766K	Buy	+16,000	New	+$797K	0.06%	193
2021 Q4	–	Sell	-15,000	Closed	-$774K	–	273
2021 Q3	$774K	Buy	+15,000	New	+$782K	0.06%	195

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Lowe Brockenbrough & Co's TFI Position: Q4 2022 in Review

Lowe Brockenbrough & Co sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 6,000 shares — an estimated $264K sold.

Lowe Brockenbrough & Co first reported a position in TFI in Q3 2021 and held it in 4 quarters. The position peaked at $774K in Q3 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Lowe Brockenbrough & Co reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Lowe Brockenbrough & Co sold 6,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $264K.
Lowe Brockenbrough & Co first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and held it in 4 quarters.
Lowe Brockenbrough & Co's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $774K in Q3 2021.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2022, filed 14 Feb 2023.