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

Western Wealth Management’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
2022 Q4	–	Sell	-4,578	Closed	-$202K	–	778
2022 Q3	$202K	Sell	4,578 -5,337	-54%	-$245K	0.01%	752
2022 Q2	$456K	Sell	9,915 -2,843	-22%	-$131K	0.03%	501
2022 Q1	$612K	Buy	12,758 +7,489	+142%	+$373K	0.03%	469
2021 Q4	$271K	Buy	+5,269	New	+$272K	0.03%	503
2021 Q2	$421K	Buy	8,127 +166	+2%	+$8.64K	0.04%	400
2021 Q1	$411K	Buy	7,961 +2,412	+43%	+$126K	0.06%	329
2020 Q4	$291K	Buy	+5,549	New	+$289K	0.04%	362

Other funds holding TFI

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 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

Western Wealth Management's TFI Position: Q4 2022 in Review

Western Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 4,578 shares — an estimated $202K sold.

Western Wealth Management first reported a position in TFI in Q4 2020 and held it in 7 quarters. The position peaked at $612K in Q1 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

Western Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 4,578 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $202K.
Western Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Western Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $612K in Q1 2022.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.