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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,400
Closed -$201K 30
2022
Q4
$201K Buy
+4,400
New +$198K 0.75% 27
2022
Q3
Sell
-4,400
Closed -$202K 30
2022
Q2
$202K Buy
+4,400
New +$203K 0.75% 28

Other funds holding TFI

Essex Private Wealth Management's TFI Position: Q1 2023 in Review

Essex Private Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 4,400 shares — an estimated $201K sold.

Essex Private Wealth Management first reported a position in TFI in Q2 2022 and held it in 2 quarters. The position peaked at $202K in Q2 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Essex Private Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Essex Private Wealth Management sold 4,400 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $201K.
  • Essex Private Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Essex Private Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $202K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Essex Private Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.