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Investment Management Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Investment Management Associates’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
Q4 		– Sell
-91,596
Closed -$4.03M – 44
2022
Q3 		$4.03M Buy
+91,596
New +$4.21M 1.89% 20

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Morgan Stanley
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Betterment LLC
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Management Associates's TFI Position: Q4 2022 in Review

Investment Management Associates sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2022, closing a stake of 91,596 shares — an estimated $4.03M sold.

Investment Management Associates first reported a position in TFI in Q3 2022 and held it in 1 quarter. The position peaked at $4.03M in Q3 2022. 319 funds tracked by Wall St. Rank hold TFI as of Q4 2022.

  • Investment Management Associates reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investment Management Associates sold 91,596 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2022, an estimated $4.03M.
  • Investment Management Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Investment Management Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.03M in Q3 2022.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2022.

Based on Investment Management Associates's 13F filing for Q4 2022, filed 2 Feb 2023.