Valeo Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Valeo Financial 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 Q2	–	Sell	-6,845	Closed	-$328K	–	642
2022 Q1	$328K	Buy	+6,845	New	+$341K	0.02%	428
2021 Q2	–	Sell	-2,224	Closed	-$115K	–	1693
2021 Q1	$115K	Buy	2,224 +6	+0.3%	+$312	0.01%	574
2020 Q4	$116K	Buy	2,218 +255	+13%	+$13.3K	0.01%	532
2020 Q3	$102K	Hold	1,963	–	–	0.01%	471
2020 Q2	$101K	Buy	1,963 +1,646	+519%	+$83.8K	0.01%	505
2020 Q1	$16K	Buy	317 +309	+3,863%	+$15.7K	﹤0.01%	948
2019 Q4	$0	Buy	+8	New	+$405	﹤0.01%	1718
2018 Q4	–	Sell	-456	Closed	-$21K	–	1714
2018 Q3	$21K	Buy	+456	New	+$21.8K	﹤0.01%	766

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's TFI Position: Q2 2022 in Review

Valeo Financial Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 6,845 shares — an estimated $328K sold.

Valeo Financial Advisors first reported a position in TFI in Q3 2018 and held it in 8 quarters. The position peaked at $328K in Q1 2022. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

Valeo Financial Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 6,845 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $328K.
Valeo Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2018 and held it in 8 quarters.
Valeo Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $328K in Q1 2022.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.