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

Personal 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 Q1	–	Sell	-5,523	Closed	-$231K	–	551
2021 Q4	$231K	Buy	+5,523	New	+$285K	﹤0.01%	498
2020 Q1	–	Sell	-7,062	Closed	-$357K	–	399
2019 Q4	$357K	Buy	+7,062	New	+$357K	﹤0.01%	305
2018 Q2	–	Sell	-4,206	Closed	-$202K	–	283
2018 Q1	$202K	Buy	+4,206	New	+$202K	﹤0.01%	254

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $295B AUM 31.6% 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 $4.35B AUM 23.57% 1-Year Est. Return

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

Personal Capital Advisors's TFI Position: Q1 2022 in Review

Personal Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 5,523 shares — an estimated $231K sold.

Personal Capital Advisors first reported a position in TFI in Q1 2018 and held it in 3 quarters. The position peaked at $357K in Q4 2019. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Personal Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Personal Capital Advisors sold 5,523 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $231K.
Personal Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 3 quarters.
Personal Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $357K in Q4 2019.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.