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

WealthOne’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
2019
Q1 		– Sell
-887
Closed -$43K – 495
2018
Q4 		$43K Buy
+887
New +$42K 0.04% 187

Other funds holding TFI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's TFI Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2019, closing a stake of 887 shares — an estimated $43K sold.

WealthOne first reported a position in TFI in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 241 funds tracked by Wall St. Rank hold TFI as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 887 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2019, an estimated $43K.
  • WealthOne first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $43K in Q4 2018.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.