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Steph & Co’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Steph & Co’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
Q2 		– Sell
-378
Closed -$18K – 289
2022
Q1 		$18K Sell
378
-284
-43% -$14.2K 0.01% 242
2021
Q4 		$34K Buy
662
+5
+0.8% +$258 0.02% 233
2021
Q3 		$34K Sell
657
-55
-8% -$2.87K 0.02% 193
2021
Q2 		$37K Hold
712
– – 0.02% 168
2021
Q1 		$37K Buy
712
+12
+2% +$625 0.03% 167
2020
Q4 		$37K Buy
+700
New +$36.4K 0.03% 167

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steph & Co's TFI Position: Q2 2022 in Review

Steph & Co sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 378 shares — an estimated $18K sold.

Steph & Co first reported a position in TFI in Q4 2020 and held it in 6 quarters. The position peaked at $37K in Q2 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Steph & Co reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Steph & Co sold 378 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $18K.
  • Steph & Co first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
  • Steph & Co's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $37K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.