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

Ten Capital 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
2021
Q3 		– Sell
-1,147
Closed -$60K – 501
2021
Q2 		$60K Buy
+1,147
New +$59.7K 0.01% 173

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

Ten Capital Wealth Advisors's TFI Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 1,147 shares — an estimated $60K sold.

Ten Capital Wealth Advisors first reported a position in TFI in Q2 2021 and held it in 1 quarter. The position peaked at $60K in Q2 2021. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

  • Ten Capital Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 1,147 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $60K.
  • Ten Capital Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $60K 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 Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.