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Vericrest Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Vericrest Private Wealth’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 		$1.04M Buy
22,703
+713
+3% +$32.9K 1.28% 24
2022
Q1 		$1.05M Buy
21,990
+962
+5% +$47.9K 1.09% 26
2021
Q4 		$1.09M Buy
+21,028
New +$1.08M 1.01% 25

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vericrest Private Wealth's TFI Position: Q2 2022 in Review

Vericrest Private Wealth increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.2% in Q2 2022, buying an estimated $32.9K and bringing the position to 22,703 shares worth $1.04M. The position accounts for 1.28% of the portfolio, ranked #24.

Vericrest Private Wealth first reported a position in TFI in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Vericrest Private Wealth held 22,703 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.04M as of Q2 2022.
  • Vericrest Private Wealth bought 713 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $32.9K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 1.28% of Vericrest Private Wealth's portfolio in Q2 2022, its #24 holding.
  • Vericrest Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.09M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.