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Confluence Wealth Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-57
Closed -$2K – 1058
2021
Q4 		$2K Buy
+57
New +$2.94K ﹤0.01% 1161

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B
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Confluence Wealth Services's TFI Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 57 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in TFI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 57 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $2K.
  • Confluence Wealth Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.