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

WCG 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
2022
Q4 		– Sell
-77,351
Closed -$3.54M – 262
2022
Q3 		$3.54M Buy
+77,351
New +$3.56M 0.47% 50

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

WCG Wealth Advisors's TFI Position: Q4 2022 in Review

WCG Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 77,351 shares — an estimated $3.54M sold.

WCG Wealth Advisors first reported a position in TFI in Q3 2022 and held it in 1 quarter. The position peaked at $3.54M in Q3 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • WCG Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 77,351 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $3.54M.
  • WCG Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.54M in Q3 2022.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.