AE Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136K	Buy	3,000 +237	+9%	+$10.9K	﹤0.01%	1710
2025 Q4	$126K	Buy	2,763 +141	+5%	+$6.45K	﹤0.01%	1631
2025 Q3	$119K	Buy	2,622 +658	+34%	+$29.5K	﹤0.01%	1518
2025 Q2	$87.7K	Buy	1,964 +112	+6%	+$4.98K	﹤0.01%	1512
2025 Q1	$83.5K	Sell	1,852 -267	-13%	-$12.2K	﹤0.01%	1490
2024 Q4	$96.7K	Buy	+2,119	New	+$97.7K	﹤0.01%	1439
2023 Q4	–	Sell	-7,252	Closed	-$317K	–	2177
2023 Q3	$317K	Sell	7,252 -152	-2%	-$6.91K	﹤0.01%	1589
2023 Q2	$342K	Buy	7,404 +677	+10%	+$31.3K	﹤0.01%	1554
2023 Q1	$315K	Sell	6,727 -826	-11%	-$38.3K	﹤0.01%	1530
2022 Q4	$345K	Buy	7,553 +204	+3%	+$9.16K	﹤0.01%	1449
2022 Q3	$323K	Sell	7,349 -3,868	-34%	-$178K	﹤0.01%	1445
2022 Q2	$514K	Buy	11,217 +624	+6%	+$28.8K	﹤0.01%	1193
2022 Q1	$507K	Sell	10,593 -3,719	-26%	-$185K	﹤0.01%	1236
2021 Q4	$740K	Buy	14,312 +3,651	+34%	+$188K	0.01%	1078
2021 Q3	$550K	Buy	10,661 +1,208	+13%	+$63K	﹤0.01%	1136
2021 Q2	$493K	Buy	9,453 +1,794	+23%	+$93.3K	﹤0.01%	1143
2021 Q1	$396K	Buy	7,659 +2,506	+49%	+$130K	﹤0.01%	1132
2020 Q4	$270K	Buy	5,153 +1,138	+28%	+$59.3K	﹤0.01%	1179
2020 Q3	$208K	Buy	+4,015	New	+$209K	﹤0.01%	1169