Personal Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-17,533	Closed	-$839K	–	60
2022 Q1	$839K	Buy	17,533 +107	+0.6%	+$5.33K	0.37%	31
2021 Q4	$901K	Sell	17,426 -1,158	-6%	-$59.7K	0.37%	33
2021 Q3	$958K	Buy	18,584 +1,854	+11%	+$96.7K	0.4%	30
2021 Q2	$872K	Buy	16,730 +216	+1%	+$11.2K	0.35%	34
2021 Q1	$853K	Sell	16,514 -270	-2%	-$14.1K	0.38%	34
2020 Q4	$881K	Buy	16,784 +2,397	+17%	+$125K	0.41%	25
2020 Q3	$747K	Buy	14,387 +812	+6%	+$42.3K	0.39%	26
2020 Q2	$701K	Sell	13,575 -578	-4%	-$29.4K	0.38%	27
2020 Q1	$708K	Sell	14,153 -319	-2%	-$16.2K	0.43%	26
2019 Q4	$732K	Buy	14,472 +259	+2%	+$13.1K	0.32%	34
2019 Q3	$720K	Buy	+14,213	New	+$721K	0.33%	34

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal Wealth Partners's TFI Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 17,533 shares — an estimated $839K sold.

Personal Wealth Partners first reported a position in TFI in Q3 2019 and held it in 11 quarters. The position peaked at $958K in Q3 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 17,533 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $839K.
Personal Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 11 quarters.
Personal Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $958K in Q3 2021.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.