Patriot Financial Group Insurance Agency’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Patriot Financial Group Insurance Agency’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	-262	Closed	-$14K	–	2240
2021 Q4	$14K	Sell	262 -201	-43%	-$10.4K	﹤0.01%	1358
2021 Q3	$24K	Buy	463 +2	+0.4%	+$104	﹤0.01%	1144
2021 Q2	$24K	Buy	461 +201	+77%	+$10.5K	﹤0.01%	1109
2021 Q1	$13K	Buy	+260	New	+$13.5K	﹤0.01%	1275

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $336B AUM 34.66% 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 $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TFI Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 262 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in TFI in Q1 2021 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 262 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $24K in Q3 2021.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.