JWCA
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J.W. Cole Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

J.W. Cole 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
Q1 		– Sell
-5,594
Closed -$255K – 806
2022
Q4 		$255K Buy
+5,594
New +$251K 0.02% 619

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Northwestern Mutual Wealth Management
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CCWA
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LPL Financial
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B
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UBS Group
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J.W. Cole Advisors's TFI Position: Q1 2023 in Review

J.W. Cole Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 5,594 shares — an estimated $255K sold.

J.W. Cole Advisors first reported a position in TFI in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • J.W. Cole Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,594 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $255K.
  • J.W. Cole Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $255K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on J.W. Cole Advisors's 13F filing for Q1 2023, filed 3 May 2023.