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

IAG 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
2023
Q3 		– Sell
-4,259
Closed -$197K – 467
2023
Q2 		$197K Buy
+4,259
New +$197K 0.05% 87

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IAG Wealth Partners's TFI Position: Q3 2023 in Review

IAG Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 4,259 shares — an estimated $197K sold.

IAG Wealth Partners first reported a position in TFI in Q2 2023 and held it in 1 quarter. The position peaked at $197K in Q2 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • IAG Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 4,259 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $197K.
  • IAG Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • IAG Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $197K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.