TD Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

TD Capital Management’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 Q1	–	Sell	-550	Closed	-$28K	–	318
2021 Q4	$28K	Hold	550	–	–	﹤0.01%	198
2021 Q3	$28K	Hold	550	–	–	﹤0.01%	186
2021 Q2	$29K	Hold	550	–	–	﹤0.01%	177
2021 Q1	$28K	Buy	550 +325	+144%	+$16.9K	﹤0.01%	169
2020 Q4	$12K	Hold	225	–	–	﹤0.01%	197
2020 Q3	$12K	Hold	225	–	–	﹤0.01%	175
2020 Q2	$12K	Hold	225	–	–	﹤0.01%	161
2020 Q1	$11K	Hold	225	–	–	﹤0.01%	159
2019 Q4	$11K	Hold	225	–	–	﹤0.01%	175
2019 Q3	$11K	Hold	225	–	–	﹤0.01%	174
2019 Q2	$11K	Hold	225	–	–	﹤0.01%	164
2019 Q1	$11K	Hold	225	–	–	﹤0.01%	140
2018 Q4	$11K	Buy	+225	New	+$10.6K	﹤0.01%	136

Other funds holding TFI

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TD Capital Management's TFI Position: Q1 2022 in Review

TD Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 550 shares — an estimated $28K sold.

TD Capital Management first reported a position in TFI in Q4 2018 and held it in 13 quarters. The position peaked at $29K in Q2 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

TD Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
TD Capital Management sold 550 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $28K.
TD Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 13 quarters.
TD Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $29K in Q2 2021.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on TD Capital Management's 13F filing for Q1 2022, filed 18 May 2022.