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

Ropes 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
2021 Q1	–	Sell	-2,877	Closed	-$151K	–	730
2020 Q4	$151K	Buy	+2,877	New	+$150K	0.02%	256
2019 Q3	–	Sell	-1,298	Closed	-$65K	–	588
2019 Q2	$65K	Hold	1,298	–	–	0.01%	313
2019 Q1	$64K	Hold	1,298	–	–	0.02%	304
2018 Q4	$62K	Hold	1,298	–	–	0.02%	291
2018 Q3	$62K	Hold	1,298	–	–	0.02%	320
2018 Q2	$62K	Hold	1,298	–	–	0.02%	329
2018 Q1	$62K	Buy	1,298 +210	+19%	+$10.1K	0.02%	313
2017 Q4	$53K	Buy	1,088 +25	+2%	+$1.22K	0.01%	342
2017 Q3	$52K	Hold	1,063	–	–	0.01%	328
2017 Q2	$52K	Sell	1,063 -483	-31%	-$23.5K	0.01%	327
2017 Q1	$74K	Buy	1,546 +610	+65%	+$29.1K	0.02%	291
2016 Q4	$44K	Buy	936 +157	+20%	+$7.6K	0.01%	330
2016 Q3	$39K	Hold	779	–	–	0.01%	300
2016 Q2	$39K	Buy	779 +254	+48%	+$12.7K	0.01%	284
2016 Q1	$26K	Hold	525	–	–	0.01%	263
2015 Q4	$26K	Hold	525	–	–	0.01%	286
2015 Q3	$25K	Hold	525	–	–	0.01%	299
2015 Q2	$25K	Hold	525	–	–	0.01%	214
2015 Q1	$25K	Buy	+525	New	+$25.5K	0.01%	219

Other funds holding TFI

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

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

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

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

Ropes Wealth Advisors's TFI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 2,877 shares — an estimated $151K sold.

Ropes Wealth Advisors first reported a position in TFI in Q1 2015 and held it in 19 quarters. The position peaked at $151K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 2,877 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $151K.
Ropes Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2015 and held it in 19 quarters.
Ropes Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $151K in Q4 2020.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.