AE Wealth Management’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 | $87.7K | Buy |
1,964
+112
| +6% | +$5K | ﹤0.01% | 1512 |
|
|
2025
Q1 | $83.5K | Sell |
1,852
-267
| -13% | -$12K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $96.7K | Buy |
+2,119
| New | +$96.7K | ﹤0.01% | 1439 |
|
|
2023
Q4 | – | Sell |
-7,252
| Closed | -$317K | – | 2171 |
|
|
2023
Q3 | $317K | Sell |
7,252
-152
| -2% | -$6.64K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $342K | Buy |
7,404
+677
| +10% | +$31.3K | ﹤0.01% | 1551 |
|
|
2023
Q1 | $315K | Sell |
6,727
-826
| -11% | -$38.7K | ﹤0.01% | 1528 |
|
|
2022
Q4 | $345K | Buy |
7,553
+204
| +3% | +$9.31K | ﹤0.01% | 1446 |
|
|
2022
Q3 | $323K | Sell |
7,349
-3,868
| -34% | -$170K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $514K | Buy |
11,217
+624
| +6% | +$28.6K | ﹤0.01% | 1190 |
|
|
2022
Q1 | $507K | Sell |
10,593
-3,719
| -26% | -$178K | ﹤0.01% | 1233 |
|
|
2021
Q4 | $740K | Buy |
14,312
+3,651
| +34% | +$189K | 0.01% | 1078 |
|
|
2021
Q3 | $550K | Buy |
10,661
+1,208
| +13% | +$62.3K | ﹤0.01% | 1134 |
|
|
2021
Q2 | $493K | Buy |
9,453
+1,794
| +23% | +$93.6K | ﹤0.01% | 1140 |
|
|
2021
Q1 | $396K | Buy |
7,659
+2,506
| +49% | +$130K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $270K | Buy |
5,153
+1,138
| +28% | +$59.6K | ﹤0.01% | 1177 |
|
|
2020
Q3 | $208K | Buy |
+4,015
| New | +$208K | ﹤0.01% | 1165 |
|