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

Wealth Quarterback’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
2021 Q3	$1K	Buy	10 +1	+11%	+$52	﹤0.01%	811
2021 Q2	$1K	Buy	+9	New	+$468	﹤0.01%	822
2020 Q2	–	Sell	-74	Closed	-$3.7K	–	698
2020 Q1	$3.7K	Sell	74 -60	-45%	-$3.05K	﹤0.01%	662
2019 Q4	$6.78K	Buy	+134	New	+$6.78K	0.01%	593

Other funds holding TFI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Quarterback's TFI Position: Q3 2021 in Review

Wealth Quarterback increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 11% in Q3 2021, buying an estimated $52 and bringing the position to 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Wealth Quarterback first reported a position in TFI in Q4 2019 and has held it in 4 quarters since. The position peaked at $6.78K in Q4 2019. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

Wealth Quarterback held 10 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1K as of Q3 2021.
Wealth Quarterback bought 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q3 2021, an estimated $52.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #811 holding.
Wealth Quarterback first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6.78K in Q4 2019.
325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.