Regions Financial Corp’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Regions Financial Corp’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
2023 Q2	–	Sell	-5,930	Closed	-$278K	–	857
2023 Q1	$278K	Hold	5,930	–	–	﹤0.01%	712
2022 Q4	$271K	Buy	+5,930	New	+$266K	﹤0.01%	712
2020 Q1	–	Sell	-44,448	Closed	-$2.25M	–	875
2019 Q4	$2.25M	Buy	44,448 +2,000	+5%	+$101K	0.02%	285
2019 Q3	$2.15M	Sell	42,448 -1	-0%	-$51	0.02%	284
2019 Q2	$2.13M	Buy	42,449 +1	+0%	+$50	0.02%	281
2019 Q1	$2.09M	Hold	42,448	–	–	0.02%	282
2018 Q4	$2.04M	Buy	+42,448	New	+$2.01M	0.03%	277
2018 Q3	–	Sell	-486	Closed	-$23K	–	2102
2018 Q2	$23K	Hold	486	–	–	﹤0.01%	1426
2018 Q1	$23K	Hold	486	–	–	﹤0.01%	1431
2017 Q4	$24K	Buy	+486	New	+$23.8K	﹤0.01%	1448

Other funds holding TFI

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regions Financial Corp's TFI Position: Q2 2023 in Review

Regions Financial Corp sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 5,930 shares — an estimated $278K sold.

Regions Financial Corp first reported a position in TFI in Q4 2017 and held it in 10 quarters. The position peaked at $2.25M in Q4 2019. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

Regions Financial Corp reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Regions Financial Corp sold 5,930 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $278K.
Regions Financial Corp first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 10 quarters.
Regions Financial Corp's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.25M in Q4 2019.
307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on Regions Financial Corp's 13F filing for Q2 2023, filed 9 Aug 2023.