Islay Capital Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Islay Capital Management, LLC

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	$44.31 - $52.43 $9,925 - $11,744	-224 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$50.2 - $51.05 $11,244 - $11,435	224 New	224 $11,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Islay Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Islay Capital Management, LLC with notifications on news.