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

Thrive Wealth 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
Q2 		– Sell
-12,012
Closed -$575K – 161
2022
Q1 		$575K Buy
12,012
+528
+5% +$26.3K 0.17% 67
2021
Q4 		$594K Buy
+11,484
New +$592K 0.2% 59

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Morgan Stanley
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thrive Wealth Management's TFI Position: Q2 2022 in Review

Thrive Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 12,012 shares — an estimated $575K sold.

Thrive Wealth Management first reported a position in TFI in Q4 2021 and held it in 2 quarters. The position peaked at $594K in Q4 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Thrive Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 12,012 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $575K.
  • Thrive Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Thrive Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $594K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Thrive Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.