Sigma Planning Corp’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sigma Planning Corp’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	-5,362	Closed	-$236K	–	1334
2022 Q3	$236K	Buy	5,362 +107	+2%	+$4.92K	0.01%	1046
2022 Q2	$241K	Sell	5,255 -159	-3%	-$7.34K	0.01%	1091
2022 Q1	$259K	Sell	5,414 -1,046	-16%	-$52.1K	0.01%	1135
2021 Q4	$334K	Buy	6,460 +6	+0.1%	+$309	0.01%	1023
2021 Q3	$333K	Buy	6,454 +537	+9%	+$28K	0.01%	1009
2021 Q2	$308K	Sell	5,917 -1,937	-25%	-$101K	0.01%	1065
2021 Q1	$406K	Buy	7,854 +467	+6%	+$24.3K	0.01%	861
2020 Q4	$388K	Buy	7,387 +19	+0.3%	+$989	0.01%	780
2020 Q3	$383K	Buy	7,368 +1,483	+25%	+$77.3K	0.02%	704
2020 Q2	$304K	Buy	5,885 +102	+2%	+$5.2K	0.01%	772
2020 Q1	$289K	Buy	+5,783	New	+$294K	0.02%	666

Other funds holding TFI

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 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

Sigma Planning Corp's TFI Position: Q4 2022 in Review

Sigma Planning Corp sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 5,362 shares — an estimated $236K sold.

Sigma Planning Corp first reported a position in TFI in Q1 2020 and held it in 11 quarters. The position peaked at $406K in Q1 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Sigma Planning Corp reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 5,362 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $236K.
Sigma Planning Corp first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
Sigma Planning Corp's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $406K in Q1 2021.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.