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Professional Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Professional Financial 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
2021
Q1 		– Sell
-3,333
Closed -$175K – 402
2020
Q4 		$175K Buy
3,333
+14
+0.4% +$729 0.14% 81
2020
Q3 		$171K Buy
+3,319
New +$173K 0.16% 81

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Professional Financial Advisors's TFI Position: Q1 2021 in Review

Professional Financial Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 3,333 shares — an estimated $175K sold.

Professional Financial Advisors first reported a position in TFI in Q3 2020 and held it in 2 quarters. The position peaked at $175K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

  • Professional Financial Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 3,333 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $175K.
  • Professional Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 2 quarters.
  • Professional Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $175K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.