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TrustCore Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-26
Closed -$1K – 1147
2022
Q3 		$1K Buy
+26
New +$1.2K ﹤0.01% 1018
2021
Q3 		– Sell
-468
Closed -$24K – 1155
2021
Q2 		$24K Buy
+468
New +$24.4K ﹤0.01% 598

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrustCore Financial Services's TFI Position: Q4 2022 in Review

TrustCore Financial Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in TFI in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • TrustCore Financial Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 26 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 2 quarters.
  • TrustCore Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $24K in Q2 2021.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.