Simplicity Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Simplicity Solutions’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	-4,365	Closed	-$229K	–	923
2020 Q4	$229K	Buy	+4,365	New	+$227K	﹤0.01%	870
2019 Q2	–	Sell	-7,629	Closed	-$376K	–	862
2019 Q1	$376K	Sell	7,629 -203	-3%	-$9.85K	0.02%	472
2018 Q4	$377K	Buy	+7,832	New	+$371K	0.05%	378

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

Simplicity Solutions's TFI Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 4,365 shares — an estimated $229K sold.

Simplicity Solutions first reported a position in TFI in Q4 2018 and held it in 3 quarters. The position peaked at $377K in Q4 2018. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,365 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $229K.
Simplicity Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
Simplicity Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $377K in Q4 2018.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.