Physician Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Physician Wealth 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 Q2	–	Sell	-4,388	Closed	-$202K	–	161
2022 Q1	$202K	Buy	+4,388	New	+$219K	0.05%	151
2020 Q4	–	Sell	-4,190	Closed	-$216K	–	150
2020 Q3	$216K	Sell	4,190 -15	-0.4%	-$782	0.09%	122
2020 Q2	$221K	Buy	+4,205	New	+$214K	0.09%	122
2020 Q1	–	Sell	-4,691	Closed	-$239K	–	124
2019 Q4	$239K	Buy	4,691 +231	+5%	+$11.7K	0.11%	100
2019 Q3	$226K	Buy	+4,460	New	+$226K	0.11%	96

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

Physician Wealth Advisors's TFI Position: Q2 2022 in Review

Physician Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 4,388 shares — an estimated $202K sold.

Physician Wealth Advisors first reported a position in TFI in Q3 2019 and held it in 5 quarters. The position peaked at $239K in Q4 2019. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Physician Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Physician Wealth Advisors sold 4,388 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $202K.
Physician Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
Physician Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $239K in Q4 2019.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Physician Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.