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Steward Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Steward Financial Group’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
2022
Q2 		– Sell
-1,213
Closed -$58K – 1363
2022
Q1 		$58K Hold
1,213
– – 0.05% 78
2021
Q4 		$62K Buy
+1,213
New +$62.6K 0.06% 69

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Fisher Asset Management
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Northwestern Mutual Wealth Management
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B
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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Steward Financial Group's TFI Position: Q2 2022 in Review

Steward Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2022, closing a stake of 1,213 shares — an estimated $58K sold.

Steward Financial Group first reported a position in TFI in Q4 2021 and held it in 2 quarters. The position peaked at $62K in Q4 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2022.

  • Steward Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Steward Financial Group sold 1,213 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2022, an estimated $58K.
  • Steward Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Steward Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $62K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2022.

Based on Steward Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.