RWB
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RMR Wealth Builders’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-98
Closed -$5K – 652
2021
Q1 		$5K Buy
+98
New +$5.1K ﹤0.01% 679

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's TFI Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2021, closing a stake of 98 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in TFI in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q2 2021.

  • RMR Wealth Builders reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 98 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $5K in Q1 2021.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.