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

WealthStone’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 Q1	$258K	Buy	+5,000	New	+$260K	0.09%	191
2019 Q4	–	Sell	-24,452	Closed	-$1.24M	–	46
2019 Q3	$1.24M	Buy	+24,452	New	+$1.24M	0.66%	19
2019 Q2	–	Hold	0	–	–	–	34

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WealthStone's TFI Position: Q1 2021 in Review

WealthStone opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021: 5,000 shares worth $258K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings. This is a return to the name: WealthStone previously reported a position in TFI as recently as Q3 2019.

WealthStone first reported a position in TFI in Q3 2019 and has held it in 2 quarters since. The position peaked at $1.24M in Q3 2019. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

WealthStone held 5,000 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $258K as of Q1 2021.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new WealthStone position in Q1 2021.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of WealthStone's portfolio in Q1 2021, its #191 holding.
WealthStone first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and has held it in 2 quarters since.
WealthStone's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.24M in Q3 2019.
314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.