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

WealthShield’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
2017 Q4	$180K	Buy	+3,679	New	+$180K	0.11%	127

Other funds holding TFI

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield's TFI Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2017: 3,679 shares worth $180K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings.

212 funds tracked by Wall St. Rank hold TFI as of Q4 2017.

WealthShield held 3,679 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $180K as of Q4 2017.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new WealthShield position in Q4 2017.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.11% of WealthShield's portfolio in Q4 2017, its #127 holding.
212 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.