Alliance Wealth Management Group’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 | $2.46M | Sell |
54,281
-2,394
| -4% | -$110K | 0.54% | 33 |
|
|
2025
Q4 | $2.59M | Sell |
56,675
-17,139
| -23% | -$784K | 0.57% | 34 |
|
|
2025
Q3 | $3.36M | Buy |
73,814
+2,769
| +4% | +$124K | 0.75% | 34 |
|
|
2025
Q2 | $3.17M | Buy |
71,045
+667
| +0.9% | +$29.6K | 0.81% | 31 |
|
|
2025
Q1 | $3.17M | Sell |
70,378
-2,304
| -3% | -$105K | 0.85% | 31 |
|
|
2024
Q4 | $3.32M | Sell |
72,682
-41,012
| -36% | -$1.89M | 0.89% | 31 |
|
|
2024
Q3 | $5.32M | Sell |
113,694
-2,715
| -2% | -$126K | 1.42% | 21 |
|
|
2024
Q2 | $5.33M | Buy |
116,409
+4,353
| +4% | +$199K | 1.52% | 20 |
|
|
2024
Q1 | $5.21M | Sell |
112,056
-731
| -0.6% | -$34.1K | 1.53% | 20 |
|
|
2023
Q4 | $5.3M | Buy |
+112,787
| New | +$5.06M | 1.65% | 20 |
|
|
2023
Q2 | $6.9M | Buy |
149,462
+4,236
| +3% | +$196K | 2.24% | 15 |
|
|
2023
Q1 | $6.8M | Buy |
145,226
+20,890
| +17% | +$968K | 2.31% | 15 |
|
|
2022
Q4 | $5.67M | Sell |
124,336
-11,045
| -8% | -$496K | 2.07% | 16 |
|
|
2022
Q3 | $5.96M | Sell |
135,381
-17,683
| -12% | -$813K | 2.31% | 16 |
|
|
2022
Q2 | $7.02M | Sell |
153,064
-2,862
| -2% | -$132K | 2.59% | 14 |
|
|
2022
Q1 | $7.47M | Buy |
155,926
+157
| +0.1% | +$7.83K | 2.43% | 14 |
|
|
2021
Q4 | $8.06M | Buy |
155,769
+454
| +0.3% | +$23.4K | 2.5% | 14 |
|
|
2021
Q3 | $8.01M | Buy |
155,315
+1,545
| +1% | +$80.6K | 2.6% | 14 |
|
|
2021
Q2 | $8.01M | Sell |
153,770
-742
| -0.5% | -$38.6K | 2.66% | 14 |
|
|
2021
Q1 | $7.98M | Buy |
154,512
+7,600
| +5% | +$396K | 3.01% | 14 |
|
|
2020
Q4 | $7.71M | Sell |
146,912
-6,664
| -4% | -$347K | 3.04% | 13 |
|
|
2020
Q3 | $7.97M | Buy |
153,576
+13,221
| +9% | +$689K | 3.42% | 10 |
|
|
2020
Q2 | $7.25M | Sell |
140,355
-20,108
| -13% | -$1.02M | 3.31% | 12 |
|
|
2020
Q1 | $8.02M | Buy |
160,463
+6,036
| +4% | +$307K | 4.28% | 6 |
|
|
2019
Q4 | $7.81M | Buy |
154,427
+7,507
| +5% | +$380K | 3.48% | 9 |
|
|
2019
Q3 | $7.45M | Buy |
146,920
+1,542
| +1% | +$78.2K | 3.58% | 8 |
|
|
2019
Q2 | $7.29M | Buy |
145,378
+10,076
| +7% | +$500K | 3.57% | 8 |
|
|
2019
Q1 | $6.67M | Sell |
135,302
-7,265
| -5% | -$353K | 3.54% | 7 |
|
|
2018
Q4 | $6.86M | Sell |
142,567
-18,916
| -12% | -$895K | 4.1% | 6 |
|
|
2018
Q3 | $7.67M | Buy |
161,483
+17,368
| +12% | +$832K | 4.18% | 5 |
|
|
2018
Q2 | $6.92M | Buy |
144,115
+1,867
| +1% | +$89.3K | 4% | 5 |
|
|
2018
Q1 | $6.83M | Sell |
142,248
-9,194
| -6% | -$443K | 3.2% | 8 |
|
|
2017
Q4 | $7.42M | Sell |
151,442
-126,669
| -46% | -$6.2M | 3.68% | 6 |
|
|
2017
Q3 | $13.6M | Buy |
278,111
+181,737
| +189% | +$8.92M | 3.46% | 7 |
|
|
2017
Q2 | $4.69M | Buy |
96,374
+16,214
| +20% | +$788K | 2.63% | 13 |
|
|
2017
Q1 | $3.86M | Buy |
+80,160
| New | +$3.82M | 2.23% | 13 |
|
Other funds holding TFI
IWM