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

Principle 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	-4,680	Closed	-$224K	–	327
2022 Q1	$224K	Hold	4,680	–	–	0.02%	297
2021 Q4	$242K	Buy	4,680 +262	+6%	+$13.5K	0.03%	289
2021 Q3	$228K	Hold	4,418	–	–	0.03%	291
2021 Q2	$230K	Hold	4,418	–	–	0.03%	292
2021 Q1	$228K	Hold	4,418	–	–	0.03%	268
2020 Q4	$232K	Buy	+4,418	New	+$230K	0.03%	254

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

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

Principle Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 4,680 shares — an estimated $224K sold.

Principle Wealth Partners first reported a position in TFI in Q4 2020 and held it in 6 quarters. The position peaked at $242K in Q4 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Principle Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Principle Wealth Partners sold 4,680 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $224K.
Principle Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
Principle Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $242K in Q4 2021.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

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