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Safeguard Investment Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Safeguard Investment Advisory Group’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
-125
Closed -$6K – 645
2020
Q4 		$6K Buy
+125
New +$6.51K 0.01% 509

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Morgan Stanley
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Betterment LLC
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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
UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Investment Advisory Group's TFI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 125 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in TFI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 125 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6K 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 Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.