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JOYN Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

JOYN 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
2018
Q2 		– Sell
-46
Closed -$2K – 1859
2018
Q1 		$2K Buy
+46
New +$2.21K ﹤0.01% 1104

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Bank of America
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UBS Group
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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's TFI Position: Q2 2018 in Review

JOYN Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2018, closing a stake of 46 shares — an estimated $2K sold.

JOYN Advisors first reported a position in TFI in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 214 funds tracked by Wall St. Rank hold TFI as of Q2 2018.

  • JOYN Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • JOYN Advisors sold 46 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2018, an estimated $2K.
  • JOYN Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 1 quarter.
  • JOYN Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q1 2018.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.