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

Merriman 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
2022 Q1	–	Sell	-11,208	Closed	-$580K	–	232
2021 Q4	$580K	Hold	11,208	–	–	0.04%	135
2021 Q3	$578K	Hold	11,208	–	–	0.05%	129
2021 Q2	$584K	Hold	11,208	–	–	0.05%	147
2021 Q1	$579K	Hold	11,208	–	–	0.07%	121
2020 Q4	$589K	Sell	11,208 -7,699	-41%	-$401K	0.06%	136
2020 Q3	$982K	Sell	18,907 -267	-1%	-$13.9K	0.15%	86
2020 Q2	$991K	Sell	19,174 -258	-1%	-$13.1K	0.16%	84
2020 Q1	$972K	Sell	19,432 -3,131	-14%	-$159K	0.21%	63
2019 Q4	$1.14M	Sell	22,563 -577	-2%	-$29.2K	0.22%	86
2019 Q3	$1.17M	Buy	23,140 +414	+2%	+$21K	0.24%	78
2019 Q2	$11.4K	Buy	22,726 +48	+0.2%	+$2.38K	0.22%	86
2019 Q1	$1.12M	Sell	22,678 -28,622	-56%	-$1.39M	0.21%	86
2018 Q4	$2.47M	Buy	+51,300	New	+$2.43M	0.53%	28
2018 Q2	–	Sell	-6,273	Closed	-$301K	–	202
2018 Q1	$301K	Sell	6,273 -8,633	-58%	-$416K	0.08%	147
2017 Q4	$730K	Buy	+14,906	New	+$729K	0.18%	94
2017 Q1	–	Sell	-14,417	Closed	-$684K	–	146
2016 Q4	$684K	Buy	+14,417	New	+$698K	0.19%	87

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

Merriman Wealth Management's TFI Position: Q1 2022 in Review

Merriman Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 11,208 shares — an estimated $580K sold.

Merriman Wealth Management first reported a position in TFI in Q4 2016 and held it in 16 quarters. The position peaked at $2.47M in Q4 2018. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Merriman Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 11,208 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $580K.
Merriman Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 16 quarters.
Merriman Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.47M in Q4 2018.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.