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Kathleen S. Wright Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Kathleen S. Wright 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
2023
Q1 		– Sell
-25
Closed -$1K – 203
2022
Q4 		$1K Buy
+25
New +$1.12K ﹤0.01% 195

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B
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Kathleen S. Wright Associates's TFI Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 25 shares — an estimated $1K sold.

Kathleen S. Wright Associates first reported a position in TFI in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 25 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $1K.
  • Kathleen S. Wright Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K 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 Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.