Red Door Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-3,018	Closed	-$157K	–	552
2021 Q2	$157K	Buy	+3,018	New	+$157K	0.06%	166
2020 Q3	–	Sell	-2,121	Closed	-$109K	–	384
2020 Q2	$109K	Hold	2,121	–	–	0.08%	129
2020 Q1	$106K	Buy	+2,121	New	+$108K	0.1%	115

Other funds holding TFI

CSIA

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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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Door Wealth Management's TFI Position: Q3 2021 in Review

Red Door Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 3,018 shares — an estimated $157K sold.

Red Door Wealth Management first reported a position in TFI in Q1 2020 and held it in 3 quarters. The position peaked at $157K in Q2 2021. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

Red Door Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 3,018 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $157K.
Red Door Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $157K in Q2 2021.
325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.