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

BerganKDV 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
2023
Q2 		– Sell
-4
Closed -$188 – 1063
2023
Q1 		$188 Buy
+4
New +$185 ﹤0.01% 1030

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BerganKDV Wealth Management's TFI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2023, closing a stake of 4 shares — an estimated $188 sold.

BerganKDV Wealth Management first reported a position in TFI in Q1 2023 and held it in 1 quarter. The position peaked at $188 in Q1 2023. 307 funds tracked by Wall St. Rank hold TFI as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2023, an estimated $188.
  • BerganKDV Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $188 in Q1 2023.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.