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Scissortail Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Scissortail Wealth 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
Q4 		– Sell
-79,676
Closed -$3.49M – 163
2022
Q3 		$3.49M Buy
+79,676
New +$3.66M 1.81% 15
2022
Q2 		– Sell
-78,815
Closed -$3.67M – 142
2022
Q1 		$3.67M Buy
+78,815
New +$3.93M 1.8% 17

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Scissortail Wealth Management's TFI Position: Q4 2022 in Review

Scissortail Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 79,676 shares — an estimated $3.49M sold.

Scissortail Wealth Management first reported a position in TFI in Q1 2022 and held it in 2 quarters. The position peaked at $3.67M in Q1 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • Scissortail Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 79,676 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $3.49M.
  • Scissortail Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.67M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Scissortail Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.