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

Reilly 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 Q4	$1K	Hold	20	–	–	﹤0.01%	1091
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	903
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	973
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	998
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	870
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	817
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	872
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	859
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	863
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	875
2019 Q2	$1K	Buy	+20	New	+$993	﹤0.01%	917

Other funds holding TFI

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Reilly Financial Advisors's TFI Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q4 2021 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Reilly Financial Advisors first reported a position in TFI in Q2 2019 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold TFI as of Q4 2021.

Reilly Financial Advisors held 20 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1K as of Q4 2021.
Reilly Financial Advisors left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q4 2021.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1091 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2019 and has held it in 11 quarters since.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.