WIA
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Wealthstreet Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealthstreet Investment 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
2019
Q1 		– Sell
-5,000
Closed -$241K – 347
2018
Q4 		$241K Hold
5,000
– – 0.03% 292
2018
Q3 		$237K Hold
5,000
– – 0.03% 320
2018
Q2 		$240K Hold
5,000
– – 0.03% 312
2018
Q1 		$240K Hold
5,000
– – 0.03% 309
2017
Q4 		$245K Buy
+5,000
New +$245K 0.03% 302

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CSIA
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Bank of America
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Morgan Stanley
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