Paracle Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Paracle Advisors’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 Q1	$376K	Sell	7,279 -161	-2%	-$8.38K	0.07%	74
2020 Q4	$390K	Sell	7,440 -794	-10%	-$41.3K	0.07%	80
2020 Q3	$427K	Sell	8,234 -1,449	-15%	-$75.5K	0.09%	69
2020 Q2	$500K	Sell	9,683 -633	-6%	-$32.2K	0.12%	62
2020 Q1	$515K	Buy	+10,316	New	+$524K	0.14%	55
2019 Q4	–	Sell	-7,343	Closed	-$372K	–	64
2019 Q3	$372K	Buy	7,343 +502	+7%	+$25.5K	0.09%	50
2019 Q2	$343K	Sell	6,841 -1,131	-14%	-$56.2K	0.08%	49
2019 Q1	$392K	Hold	7,972	–	–	0.1%	47
2018 Q4	$383K	Buy	+7,972	New	+$377K	0.11%	46

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Paracle Advisors's TFI Position: Q1 2021 in Review

Paracle Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 2.2% in Q1 2021, selling an estimated $8.38K and leaving 7,279 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #74.

Paracle Advisors first reported a position in TFI in Q4 2018 and has held it in 9 quarters since. The position peaked at $515K in Q1 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

Paracle Advisors held 7,279 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $376K as of Q1 2021.
Paracle Advisors sold 161 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $8.38K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.07% of Paracle Advisors's portfolio in Q1 2021, its #74 holding.
Paracle Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 9 quarters since.
Paracle Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $515K in Q1 2020.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.