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

Concord 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
2022
Q3 		– Sell
-242
Closed -$11K – 1042
2022
Q2 		$11K Buy
+242
New +$11.2K ﹤0.01% 677

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Concord Wealth Partners's TFI Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 242 shares — an estimated $11K sold.

Concord Wealth Partners first reported a position in TFI in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 242 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $11K.
  • Concord Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.