Weaver Consulting Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Weaver Consulting Group’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
2020 Q3	–	Sell	-1,000	Closed	-$52K	–	1031
2020 Q2	$52K	Hold	1,000	–	–	0.03%	249
2020 Q1	$50K	Hold	1,000	–	–	0.03%	226
2019 Q4	$51K	Hold	1,000	–	–	0.03%	237
2019 Q3	$51K	Hold	1,000	–	–	0.03%	228
2019 Q2	$50K	Hold	1,000	–	–	0.03%	223
2019 Q1	$50K	Buy	+1,000	New	+$48.5K	0.01%	482

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Weaver Consulting Group's TFI Position: Q3 2020 in Review

Weaver Consulting Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2020, closing a stake of 1,000 shares — an estimated $52K sold.

Weaver Consulting Group first reported a position in TFI in Q1 2019 and held it in 6 quarters. The position peaked at $52K in Q2 2020. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

Weaver Consulting Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020, an estimated $52K.
Weaver Consulting Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2019 and held it in 6 quarters.
Weaver Consulting Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $52K in Q2 2020.
271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Weaver Consulting Group's 13F filing for Q3 2020, filed 28 Oct 2020.