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

TPB 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
Q3 		– Sell
-7,373
Closed -$338K – 49
2022
Q2 		$338K Buy
+7,373
New +$341K 0.15% 41

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TPB Wealth Advisors's TFI Position: Q3 2022 in Review

TPB Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 7,373 shares — an estimated $338K sold.

TPB Wealth Advisors first reported a position in TFI in Q2 2022 and held it in 1 quarter. The position peaked at $338K in Q2 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

  • TPB Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 7,373 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $338K.
  • TPB Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • TPB Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $338K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on TPB Wealth Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.