River Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-406	Closed	-$20K	–	454
2018 Q4	$20K	Hold	406	–	–	0.01%	340
2018 Q3	$19K	Hold	406	–	–	0.01%	387
2018 Q2	$19K	Buy	+406	New	+$19.4K	0.01%	368

Other funds holding TFI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Wealth Advisors's TFI Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2019, closing a stake of 406 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in TFI in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q4 2018. 241 funds tracked by Wall St. Rank hold TFI as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 406 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2019, an estimated $20K.
River Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20K in Q4 2018.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.