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

Peddock Capital 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
2022 Q3	–	Sell	-11,858	Closed	-$544K	–	147
2022 Q2	$544K	Hold	11,858	–	–	0.21%	103
2022 Q1	$568K	Hold	11,858	–	–	0.18%	114
2021 Q4	$613K	Hold	11,858	–	–	0.2%	98
2021 Q3	$612K	Hold	11,858	–	–	0.22%	94
2021 Q2	$621K	Hold	11,858	–	–	0.22%	96
2021 Q1	$613K	Buy	+11,858	New	+$617K	0.23%	94

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

Peddock Capital Advisors's TFI Position: Q3 2022 in Review

Peddock Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 11,858 shares — an estimated $544K sold.

Peddock Capital Advisors first reported a position in TFI in Q1 2021 and held it in 6 quarters. The position peaked at $621K in Q2 2021. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Peddock Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Peddock Capital Advisors sold 11,858 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $544K.
Peddock Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 6 quarters.
Peddock Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $621K in Q2 2021.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Peddock Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.