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Baldwin Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-98
Closed -$4.59K – 927
2024
Q3 		$4.59K Sell
98
-73
-43% -$3.38K ﹤0.01% 880
2024
Q2 		$7.82K Buy
+171
New +$7.83K ﹤0.01% 559

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Fisher Asset Management
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Envestnet Asset Management
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CCWA
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LPL Financial
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Baldwin Wealth Partners's TFI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 98 shares — an estimated $4.59K sold.

Baldwin Wealth Partners first reported a position in TFI in Q2 2024 and held it in 2 quarters. The position peaked at $7.82K in Q2 2024. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 98 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $4.59K.
  • Baldwin Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.82K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.