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Paulson Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Paulson Wealth 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
2022
Q4 		– Sell
-5,457
Closed -$240K – 93
2022
Q3 		$240K Sell
5,457
-12,438
-70% -$572K 0.13% 68
2022
Q2 		$821K Hold
17,895
– – 0.43% 23
2022
Q1 		$857K Hold
17,895
– – 0.39% 25
2021
Q4 		$926K Sell
17,895
-1,374
-7% -$70.9K 0.41% 26
2021
Q3 		$994K Hold
19,269
– – 0.47% 27
2021
Q2 		$1M Hold
19,269
– – 0.49% 25
2021
Q1 		$1M Sell
19,269
-96
-0.5% -$5K 0.5% 25
2020
Q4 		$1.02M Hold
19,365
– – 0.59% 21
2020
Q3 		$1.01M Hold
19,365
– – 0.65% 27
2020
Q2 		$1M Sell
19,365
-302
-2% -$15.4K 0.7% 26
2020
Q1 		$1M Sell
19,667
-1,030
-5% -$52.3K 0.77% 25
2019
Q4 		$1.06M Sell
20,697
-1,076
-5% -$54.5K 0.75% 25
2019
Q3 		$1.1M Sell
21,773
-7
-0% -$355 0.83% 21
2019
Q2 		$1.1M Sell
21,780
-3
-0% -$149 0.82% 19
2019
Q1 		$1.07M Sell
21,783
-1,449
-6% -$70.3K 0.81% 21
2018
Q4 		$1.12M Sell
23,232
-306
-1% -$14.5K 0.93% 25
2018
Q3 		$1.11M Buy
23,538
+906
+4% +$43.4K 0.99% 25
2018
Q2 		$1.09M Sell
22,632
-2,340
-9% -$112K 1.07% 24
2018
Q1 		$1.2M Sell
24,972
-1,621
-6% -$78K 1.19% 21
2017
Q4 		$1.3M Buy
+26,593
New +$1.3M 1.14% 21

Other funds holding TFI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paulson Wealth Management's TFI Position: Q4 2022 in Review

Paulson Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 5,457 shares — an estimated $240K sold.

Paulson Wealth Management first reported a position in TFI in Q4 2017 and held it in 20 quarters. The position peaked at $1.3M in Q4 2017. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • Paulson Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 5,457 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $240K.
  • Paulson Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 20 quarters.
  • Paulson Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.3M in Q4 2017.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Paulson Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.