Successful Portfolios’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Successful Portfolios’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 Q3	–	Sell	-4,421	Closed	-$203K	–	191
2022 Q2	$203K	Hold	4,421	–	–	0.14%	172
2022 Q1	$212K	Hold	4,421	–	–	0.12%	189
2021 Q4	$229K	Hold	4,421	–	–	0.12%	186
2021 Q3	$228K	Hold	4,421	–	–	0.14%	173
2021 Q2	$230K	Hold	4,421	–	–	0.14%	178
2021 Q1	$228K	Hold	4,421	–	–	0.15%	168
2020 Q4	$232K	Hold	4,421	–	–	0.17%	149
2020 Q3	$230K	Hold	4,421	–	–	0.18%	139
2020 Q2	$228K	Hold	4,421	–	–	0.2%	137
2020 Q1	$221K	Hold	4,421	–	–	0.22%	123
2019 Q4	$224K	Sell	4,421 -193	-4%	-$9.77K	0.2%	135
2019 Q3	$234K	Hold	4,614	–	–	0.22%	123
2019 Q2	$231K	Hold	4,614	–	–	0.25%	116
2019 Q1	$227K	Sell	4,614 -100	-2%	-$4.85K	0.25%	113
2018 Q4	$227K	Sell	4,714 -600	-11%	-$28.4K	0.29%	103
2018 Q3	$252K	Hold	5,314	–	–	0.27%	111
2018 Q2	$255K	Hold	5,314	–	–	0.3%	105
2018 Q1	$255K	Hold	5,314	–	–	0.31%	104
2017 Q4	$260K	Buy	+5,314	New	+$260K	0.32%	99

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Successful Portfolios's TFI Position: Q3 2022 in Review

Successful Portfolios sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 4,421 shares — an estimated $203K sold.

Successful Portfolios first reported a position in TFI in Q4 2017 and held it in 19 quarters. The position peaked at $260K in Q4 2017. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Successful Portfolios reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Successful Portfolios sold 4,421 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $203K.
Successful Portfolios first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 19 quarters.
Successful Portfolios's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $260K in Q4 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Successful Portfolios's 13F filing for Q3 2022, filed 12 Oct 2022.