Rehmann Capital Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Rehmann Capital Advisory Group’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 Q1	–	Sell	-4,565	Closed	-$208K	–	574
2022 Q4	$208K	Buy	+4,565	New	+$205K	0.02%	512
2019 Q3	–	Sell	-1,442	Closed	-$72.3K	–	2087
2019 Q2	$72.3K	Sell	1,442 -407	-22%	-$20.2K	0.01%	708
2019 Q1	$91.2K	Buy	+1,849	New	+$89.7K	0.01%	615
2018 Q4	–	Sell	-2,109	Closed	-$100K	–	2097
2018 Q3	$100K	Buy	2,109 +7	+0.3%	+$335	0.01%	586
2018 Q2	$101K	Buy	2,102 +7	+0.3%	+$335	0.01%	564
2018 Q1	$101K	Buy	+2,095	New	+$101K	0.02%	540
2013 Q4	–	Sell	-43,012	Closed	-$1.97M	–	315
2013 Q3	$1.97M	Buy	43,012 +20	+0%	+$898	0.64%	36
2013 Q2	$1.97M	Buy	+42,992	New	+$2.05M	0.68%	37

Other funds holding TFI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Rehmann Capital Advisory Group's TFI Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 4,565 shares — an estimated $208K sold.

Rehmann Capital Advisory Group first reported a position in TFI in Q2 2013 and held it in 8 quarters. The position peaked at $1.97M in Q2 2013. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

Rehmann Capital Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,565 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $208K.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 8 quarters.
Rehmann Capital Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.97M in Q2 2013.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.