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Davidson Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Davidson Investment 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
2023
Q4 		– Sell
-4,233
Closed -$185K – 127
2023
Q3 		$185K Buy
+4,233
New +$192K 0.01% 122

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CCWA
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
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B
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davidson Investment Advisors's TFI Position: Q4 2023 in Review

Davidson Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023, closing a stake of 4,233 shares — an estimated $185K sold.

Davidson Investment Advisors first reported a position in TFI in Q3 2023 and held it in 1 quarter. The position peaked at $185K in Q3 2023. 313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Davidson Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Davidson Investment Advisors sold 4,233 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2023, an estimated $185K.
  • Davidson Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Davidson Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $185K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Davidson Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.