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

TCI Wealth Advisors’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	-153	Closed	-$7K	–	2649
2022 Q3	$7K	Hold	153	–	–	﹤0.01%	1292
2022 Q2	$7K	Hold	153	–	–	﹤0.01%	1290
2022 Q1	$7K	Hold	153	–	–	﹤0.01%	1355
2021 Q4	$8K	Hold	153	–	–	﹤0.01%	1368
2021 Q3	$8K	Hold	153	–	–	﹤0.01%	1299
2021 Q2	$8K	Hold	153	–	–	﹤0.01%	1140
2021 Q1	$8K	Buy	+153	New	+$7.96K	﹤0.01%	1006
2020 Q1	–	Sell	-19	Closed	-$1K	–	1757
2019 Q4	$1K	Buy	+19	New	+$962	﹤0.01%	1443
2019 Q1	–	Sell	-325	Closed	-$16K	–	1550
2018 Q4	$16K	Sell	325 -1,425	-81%	-$67.4K	0.01%	525
2018 Q3	$83K	Sell	1,750 -2,142	-55%	-$103K	0.03%	261
2018 Q2	$187K	Buy	+3,892	New	+$186K	0.08%	149

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

TCI Wealth Advisors's TFI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 153 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in TFI in Q2 2018 and held it in 11 quarters. The position peaked at $187K in Q2 2018. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

TCI Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 153 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $7K.
TCI Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 11 quarters.
TCI Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $187K in Q2 2018.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.