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Islay Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Islay Capital Management’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
2020
Q1 		– Sell
-224
Closed -$11K – 292
2019
Q4 		$11K Buy
+224
New +$11.3K 0.01% 230

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Fisher Asset Management
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JP Morgan Chase
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Betterment LLC
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
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UBS Group
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Islay Capital Management's TFI Position: Q1 2020 in Review

Islay Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2020, closing a stake of 224 shares — an estimated $11K sold.

Islay Capital Management first reported a position in TFI in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

  • Islay Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Islay Capital Management sold 224 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $11K.
  • Islay Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • Islay Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Islay Capital Management's 13F filing for Q1 2020, filed 6 May 2020.