Advisor OS’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
24,179
+3,736
| +18% | +$167K | 0.11% | 135 |
|
|
2025
Q1 | $921K | Sell |
20,443
-688
| -3% | -$31K | 0.1% | 139 |
|
|
2024
Q4 | $964K | Sell |
21,131
-22,988
| -52% | -$1.05M | 0.11% | 126 |
|
|
2024
Q3 | $2.07M | Sell |
44,119
-1,740
| -4% | -$81.5K | 0.21% | 89 |
|
|
2024
Q2 | $2.1M | Sell |
45,859
-3,523
| -7% | -$161K | 0.23% | 85 |
|
|
2024
Q1 | $2.3M | Buy |
49,382
+1,162
| +2% | +$54K | 0.26% | 70 |
|
|
2023
Q4 | $2.27M | Sell |
48,220
-32,018
| -40% | -$1.5M | 0.3% | 65 |
|
|
2023
Q3 | $3.51M | Buy |
80,238
+4,639
| +6% | +$203K | 0.53% | 33 |
|
|
2023
Q2 | $3.49M | Buy |
75,599
+48,378
| +178% | +$2.23M | 0.57% | 32 |
|
|
2023
Q1 | $1.27M | Buy |
27,221
+942
| +4% | +$44.1K | 0.31% | 80 |
|
|
2022
Q4 | $1.2M | Buy |
26,279
+1,004
| +4% | +$45.8K | 0.32% | 79 |
|
|
2022
Q3 | $1.11M | Buy |
25,275
+13,458
| +114% | +$592K | 0.33% | 65 |
|
|
2022
Q2 | $542K | Sell |
11,817
-24,467
| -67% | -$1.12M | 0.16% | 137 |
|
|
2022
Q1 | $1.74M | Buy |
36,284
+255
| +0.7% | +$12.2K | 0.5% | 42 |
|
|
2021
Q4 | $1.86M | Sell |
36,029
-1,695
| -4% | -$87.7K | 0.38% | 63 |
|
|
2021
Q3 | $1.95M | Sell |
37,724
-32,466
| -46% | -$1.67M | 0.42% | 53 |
|
|
2021
Q2 | $3.66M | Buy |
70,190
+3,184
| +5% | +$166K | 0.76% | 25 |
|
|
2021
Q1 | $3.46M | Buy |
+67,006
| New | +$3.46M | 0.78% | 26 |
|
|
2020
Q3 | – | Sell |
-16,186
| Closed | -$836K | – | 161 |
|
|
2020
Q2 | $836K | Buy |
+16,186
| New | +$836K | 0.5% | 45 |
|