Mariner Independent Advisor Network’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Mariner Independent Advisor Network’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 Q3	$2.93M	Buy	66,637 +50,494	+313%	+$2.32M	0.13%	176
2022 Q2	$740K	Sell	16,143 -30,890	-66%	-$1.43M	0.03%	419
2022 Q1	$2.25M	Sell	47,033 -3,892	-8%	-$194K	0.09%	238
2021 Q4	$2.63M	Sell	50,925 -18,380	-27%	-$948K	0.12%	190
2021 Q3	$3.58M	Sell	69,305 -69,610	-50%	-$3.63M	0.17%	146
2021 Q2	$7.24M	Buy	138,915 +24,531	+21%	+$1.28M	0.33%	66
2021 Q1	$5.9M	Sell	114,384 -2,586	-2%	-$135K	0.31%	71
2020 Q4	$6.14M	Buy	116,970 +39,740	+51%	+$2.07M	0.33%	69
2020 Q3	$4.01M	Buy	77,230 +30,098	+64%	+$1.57M	0.33%	75
2020 Q2	$2.43M	Buy	+47,132	New	+$2.4M	0.22%	114

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

Mariner Independent Advisor Network's TFI Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 313% in Q3 2022, buying an estimated $2.32M and bringing the position to 66,637 shares worth $2.93M. The position accounts for 0.13% of the portfolio, ranked #176.

Mariner Independent Advisor Network first reported a position in TFI in Q2 2020 and has held it in 10 quarters since. The position peaked at $7.24M in Q2 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Mariner Independent Advisor Network held 66,637 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.93M as of Q3 2022.
Mariner Independent Advisor Network bought 50,494 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $2.32M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #176 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.24M in Q2 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.