Sadoff Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sadoff Investment Management’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
2022 Q3	$2.4M	Sell	54,660 -1,000	-2%	-$46K	0.19%	44
2022 Q2	$2.55M	Sell	55,660 -888	-2%	-$41K	0.19%	45
2022 Q1	$2.71M	Sell	56,548 -550	-1%	-$27.4K	0.17%	45
2021 Q4	$2.95M	Sell	57,098 -2,150	-4%	-$111K	0.17%	42
2021 Q3	$3.06M	Sell	59,248 -18	-0%	-$939	0.21%	41
2021 Q2	$3.09M	Sell	59,266 -650	-1%	-$33.8K	0.21%	40
2021 Q1	$3.1M	Hold	59,916	–	–	0.22%	41
2020 Q4	$3.15M	Hold	59,916	–	–	0.25%	40
2020 Q3	$3.11M	Sell	59,916 -1,100	-2%	-$57.3K	0.28%	39
2020 Q2	$3.15M	Sell	61,016 -100	-0.2%	-$5.09K	0.28%	39
2020 Q1	$3.06M	Sell	61,116 -2,500	-4%	-$127K	0.35%	37
2019 Q4	$3.22M	Hold	63,616	–	–	0.25%	40
2019 Q3	$3.23M	Hold	63,616	–	–	0.27%	39
2019 Q2	$3.19M	Sell	63,616 -50	-0.1%	-$2.48K	0.26%	39
2019 Q1	$3.14M	Sell	63,666 -750	-1%	-$36.4K	0.27%	39
2018 Q4	$3.1M	Hold	64,416	–	–	0.3%	39
2018 Q3	$3.06M	Sell	64,416 -3,900	-6%	-$187K	0.26%	40
2018 Q2	$3.28M	Sell	68,316 -1,500	-2%	-$71.8K	0.28%	42
2018 Q1	$3.35M	Sell	69,816 -2,300	-3%	-$111K	0.28%	42
2017 Q4	$3.53M	Sell	72,116 -200	-0.3%	-$9.79K	0.29%	42
2017 Q3	$3.54M	Buy	+72,316	New	+$3.55M	0.32%	42

Other funds holding TFI

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

Sadoff Investment Management's TFI Position: Q3 2022 in Review

Sadoff Investment Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.8% in Q3 2022, selling an estimated $46K and leaving 54,660 shares worth $2.4M. The position accounts for 0.19% of the portfolio, ranked #44.

Sadoff Investment Management first reported a position in TFI in Q3 2017 and has held it in 21 quarters since. The position peaked at $3.54M in Q3 2017. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Sadoff Investment Management held 54,660 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.4M as of Q3 2022.
Sadoff Investment Management sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $46K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.19% of Sadoff Investment Management's portfolio in Q3 2022, its #44 holding.
Sadoff Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and has held it in 21 quarters since.
Sadoff Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.54M in Q3 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.