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Visionary Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Visionary Wealth 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
2020
Q4 		– Sell
-4,218
Closed -$219K – 303
2020
Q3 		$219K Buy
+4,218
New +$220K 0.03% 233

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

Visionary Wealth Advisors's TFI Position: Q4 2020 in Review

Visionary Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2020, closing a stake of 4,218 shares — an estimated $219K sold.

Visionary Wealth Advisors first reported a position in TFI in Q3 2020 and held it in 1 quarter. The position peaked at $219K in Q3 2020. 296 funds tracked by Wall St. Rank hold TFI as of Q4 2020.

  • Visionary Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 4,218 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2020, an estimated $219K.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Visionary Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $219K in Q3 2020.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2020.

Based on Visionary Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.