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Norway Savings Bank’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Norway Savings Bank’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
-1,674
Closed -$76.4K – 257
2022
Q4 		$76.4K Hold
1,674
– – 0.04% 172
2022
Q3 		$74K Sell
1,674
-1,160
-41% -$53.3K 0.04% 170
2022
Q2 		$130K Hold
2,834
– – 0.07% 152
2022
Q1 		$136K Hold
2,834
– – 0.06% 158
2021
Q4 		$147K Hold
2,834
– – 0.06% 154
2021
Q3 		$146K Hold
2,834
– – 0.07% 156
2021
Q2 		$148K Hold
2,834
– – 0.07% 154
2021
Q1 		$146K Hold
2,834
– – 0.08% 145
2020
Q4 		$149K Sell
2,834
-50
-2% -$2.6K 0.09% 140
2020
Q3 		$150K Hold
2,884
– – 0.1% 127
2020
Q2 		$149K Hold
2,884
– – 0.11% 118
2020
Q1 		$144K Hold
2,884
– – 0.13% 113
2019
Q4 		$146K Hold
2,884
– – 0.11% 119
2019
Q3 		$146K Buy
2,884
+950
+49% +$48.2K 0.12% 113
2019
Q2 		$97K Sell
1,934
-80
-4% -$3.97K 0.08% 129
2019
Q1 		$99K Sell
2,014
-400
-17% -$19.4K 0.09% 124
2018
Q4 		$116K Sell
2,414
-1
-0% -$47 0.11% 115
2018
Q3 		$115K Hold
2,415
– – 0.1% 118
2018
Q2 		$116K Buy
2,415
+210
+10% +$10K 0.11% 118
2018
Q1 		$105K Buy
2,205
+360
+20% +$17.3K 0.1% 120
2017
Q4 		$91K Hold
1,845
– – 0.09% 132
2017
Q3 		$91K Buy
1,845
+1,125
+156% +$55.2K 0.09% 135
2017
Q2 		$35K Buy
720
+70
+11% +$3.4K 0.03% 184
2017
Q1 		$31K Buy
650
+110
+20% +$5.24K 0.03% 176
2016
Q4 		$26K Buy
+540
New +$26.1K 0.02% 176

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Norway Savings Bank's TFI Position: Q1 2023 in Review

Norway Savings Bank sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2023, closing a stake of 1,674 shares — an estimated $76.4K sold.

Norway Savings Bank first reported a position in TFI in Q4 2016 and held it in 25 quarters. The position peaked at $150K in Q3 2020. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2023.

  • Norway Savings Bank reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Norway Savings Bank sold 1,674 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2023, an estimated $76.4K.
  • Norway Savings Bank first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 25 quarters.
  • Norway Savings Bank's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $150K in Q3 2020.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.