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Westover Capital Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-17,713
Closed -$848K – 191
2022
Q1 		$848K Buy
17,713
+35
+0.2% +$1.74K 0.26% 83
2021
Q4 		$914K Sell
17,678
-1,901
-10% -$98K 0.27% 77
2021
Q3 		$1.01M Sell
19,579
-507
-3% -$26.4K 0.32% 73
2021
Q2 		$1.05M Sell
20,086
-732
-4% -$38.1K 0.34% 72
2021
Q1 		$1.07M Buy
20,818
+921
+5% +$47.9K 0.37% 65
2020
Q4 		$1.04M Buy
19,897
+2,601
+15% +$135K 0.38% 66
2020
Q3 		$898K Buy
17,296
+437
+3% +$22.8K 0.37% 66
2020
Q2 		$871K Sell
16,859
-68
-0.4% -$3.46K 0.41% 67
2020
Q1 		$846K Sell
16,927
-218
-1% -$11.1K 0.46% 56
2019
Q4 		$867K Sell
17,145
-34
-0.2% -$1.72K 0.39% 62
2019
Q3 		$871K Buy
17,179
+74
+0.4% +$3.75K 0.41% 61
2019
Q2 		$858K Sell
17,105
-1,642
-9% -$81.5K 0.42% 60
2019
Q1 		$924K Sell
18,747
-5,781
-24% -$281K 0.48% 55
2018
Q4 		$1.18M Sell
24,528
-1,728
-7% -$81.8K 0.74% 47
2018
Q3 		$1.25M Sell
26,256
-3,291
-11% -$158K 0.63% 56
2018
Q2 		$1.42M Buy
29,547
+3,539
+14% +$169K 0.76% 47
2018
Q1 		$1.25M Buy
26,008
+614
+2% +$29.6K 0.68% 49
2017
Q4 		$1.24M Buy
25,394
+3,526
+16% +$173K 0.68% 52
2017
Q3 		$1.07M Buy
+21,868
New +$1.07M 0.63% 49

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westover Capital Advisors's TFI Position: Q2 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 17,713 shares — an estimated $848K sold.

Westover Capital Advisors first reported a position in TFI in Q3 2017 and held it in 19 quarters. The position peaked at $1.42M in Q2 2018. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Westover Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 17,713 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $848K.
  • Westover Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and held it in 19 quarters.
  • Westover Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.42M in Q2 2018.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.