Parkside Investments’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Parkside Investments’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	–	Sell	-22,025	Closed	-$1.01M	–	92
2022 Q2	$1.01M	Hold	22,025	–	–	0.21%	61
2022 Q1	$1.05M	Hold	22,025	–	–	0.21%	66
2021 Q4	$1.14M	Hold	22,025	–	–	0.22%	62
2021 Q3	$1.14M	Hold	22,025	–	–	0.24%	60
2021 Q2	$1.15M	Sell	22,025 -1,100	-5%	-$57.2K	0.22%	66
2021 Q1	$1.19M	Buy	23,125 +6,291	+37%	+$327K	0.25%	67
2020 Q4	$883K	Sell	16,834 -9,200	-35%	-$479K	0.2%	72
2020 Q3	$1.35M	Sell	26,034 -28,090	-52%	-$1.46M	0.36%	70
2020 Q2	$2.8M	Sell	54,124 -7,700	-12%	-$392K	0.74%	55
2020 Q1	$3.09M	Sell	61,824 -6,401	-9%	-$325K	1.02%	40
2019 Q4	$3.45M	Buy	68,225 +7,625	+13%	+$386K	0.84%	53
2019 Q3	$3.07M	Buy	60,600 +10,175	+20%	+$516K	0.82%	54
2019 Q2	$2.53M	Buy	50,425 +14,700	+41%	+$730K	0.66%	58
2019 Q1	$1.76M	Buy	35,725 +29,960	+520%	+$1.45M	0.48%	65
2018 Q4	$277K	Buy	+5,765	New	+$273K	0.12%	96
2018 Q1	–	Sell	-22,700	Closed	-$1.11M	–	102
2017 Q4	$1.11M	Buy	22,700 +4,200	+23%	+$205K	0.54%	50
2017 Q3	$905K	Buy	18,500 +6,500	+54%	+$319K	0.52%	50
2017 Q2	$584K	Buy	+12,000	New	+$583K	0.36%	51

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 $374B AUM 17.66% 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

Parkside Investments's TFI Position: Q3 2022 in Review

Parkside Investments sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 22,025 shares — an estimated $1.01M sold.

Parkside Investments first reported a position in TFI in Q2 2017 and held it in 18 quarters. The position peaked at $3.45M in Q4 2019. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Parkside Investments reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Parkside Investments sold 22,025 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $1.01M.
Parkside Investments first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 18 quarters.
Parkside Investments's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.45M in Q4 2019.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Parkside Investments's 13F filing for Q3 2022, filed 20 Oct 2022.