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tru Independence’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

tru Independence’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
2020
Q4 		– Sell
-129,249
Closed -$6.71M – 829
2020
Q3 		$6.71M Buy
+129,249
New +$6.74M 1.9% 8
2020
Q1 		– Sell
-141,363
Closed -$7.07M – 898
2019
Q4 		$7.07M Buy
+141,363
New +$7.16M 1.02% 32

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

tru Independence's TFI Position: Q4 2020 in Review

tru Independence sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2020, closing a stake of 129,249 shares — an estimated $6.71M sold.

tru Independence first reported a position in TFI in Q4 2019 and held it in 2 quarters. The position peaked at $7.07M in Q4 2019. 296 funds tracked by Wall St. Rank hold TFI as of Q4 2020.

  • tru Independence reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 129,249 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2020, an estimated $6.71M.
  • tru Independence first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.07M in Q4 2019.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.