SW
TFI icon

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

SVB Wealth’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
Q3 		– Sell
-69
Closed -$3K – 1046
2021
Q2 		$3K Buy
+69
New +$3.59K ﹤0.01% 982

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's TFI Position: Q3 2021 in Review

SVB Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 69 shares — an estimated $3K sold.

SVB Wealth first reported a position in TFI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

  • SVB Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • SVB Wealth sold 69 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $3K.
  • SVB Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • SVB Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.