Mid Atlantic Financial Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Mid Atlantic Financial 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 Q3	–	Sell	-4,899	Closed	-$255K	–	971
2021 Q2	$255K	Buy	4,899 +403	+9%	+$21K	0.02%	739
2021 Q1	$232K	Buy	4,496 +1	+0%	+$52	0.02%	730
2020 Q4	$236K	Buy	4,495 +1	+0%	+$52	0.02%	668
2020 Q3	$233K	Buy	4,494 +3	+0.1%	+$156	0.02%	620
2020 Q2	$232K	Sell	4,491 -99	-2%	-$5.04K	0.02%	575
2020 Q1	$229K	Sell	4,590 -691	-13%	-$35.1K	0.03%	526
2019 Q4	$267K	Sell	5,281 -780	-13%	-$39.5K	0.03%	559
2019 Q3	$307K	Buy	6,061 +1,088	+22%	+$55.2K	0.03%	495
2019 Q2	$249K	Sell	4,973 -2,429	-33%	-$121K	0.03%	570
2019 Q1	$365K	Buy	7,402 +102	+1%	+$4.95K	0.04%	455
2018 Q4	$351K	Buy	+7,300	New	+$345K	0.04%	432

Other funds holding TFI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Mid Atlantic Financial Management's TFI Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 4,899 shares — an estimated $255K sold.

Mid Atlantic Financial Management first reported a position in TFI in Q4 2018 and held it in 11 quarters. The position peaked at $365K in Q1 2019. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

Mid Atlantic Financial Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 4,899 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $255K.
Mid Atlantic Financial Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 11 quarters.
Mid Atlantic Financial Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $365K in Q1 2019.
325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.