Money Concepts Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-25	Closed	-$1.14K	–	2646
2022 Q4	$1.14K	Buy	+25	New	+$1.12K	﹤0.01%	2844
2022 Q3	–	Sell	-206	Closed	-$9K	–	1666
2022 Q2	$9K	Hold	206	–	–	﹤0.01%	1053
2022 Q1	$10K	Hold	206	–	–	﹤0.01%	1953
2021 Q4	$11K	Buy	+206	New	+$10.6K	﹤0.01%	678
2021 Q1	–	Sell	-491	Closed	-$26K	–	766
2020 Q4	$26K	Buy	+491	New	+$25.6K	﹤0.01%	562

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Money Concepts Capital's TFI Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 25 shares — an estimated $1.14K sold.

Money Concepts Capital first reported a position in TFI in Q4 2020 and held it in 5 quarters. The position peaked at $26K in Q4 2020. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 25 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $1.14K.
Money Concepts Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $26K in Q4 2020.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.