Vanguard Personalized Indexing Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Vanguard Personalized Indexing 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 Q1	–	Sell	-13,100	Closed	-$678K	–	1235
2021 Q4	$678K	Hold	13,100	–	–	0.04%	573
2021 Q3	$676K	Buy	13,100 +673	+5%	+$35.1K	0.06%	367
2021 Q2	$648K	Sell	12,427 -174	-1%	-$9.05K	0.07%	371
2021 Q1	$651K	Sell	12,601 -6,189	-33%	-$322K	0.1%	242
2020 Q4	$986K	Buy	18,790 +1,270	+7%	+$66.1K	0.21%	100
2020 Q3	$910K	Buy	+17,520	New	+$913K	0.26%	86

Other funds holding TFI

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Personalized Indexing Management's TFI Position: Q1 2022 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 13,100 shares — an estimated $678K sold.

Vanguard Personalized Indexing Management first reported a position in TFI in Q3 2020 and held it in 6 quarters. The position peaked at $986K in Q4 2020. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Vanguard Personalized Indexing Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 13,100 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $678K.
Vanguard Personalized Indexing Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 6 quarters.
Vanguard Personalized Indexing Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $986K in Q4 2020.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2022, filed 16 May 2022.