Aquire Wealth Advisors’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	$3.36M	Sell	74,097 -15,616	-17%	-$717K	0.88%	13
2025 Q4	$4.1M	Buy	89,713 +836	+0.9%	+$38.2K	1.07%	12
2025 Q3	$4.05M	Sell	88,877 -6,691	-7%	-$300K	1%	14
2025 Q2	$4.27M	Buy	95,568 +514	+0.5%	+$22.8K	1.15%	13
2025 Q1	$4.28M	Sell	95,054 -652	-0.7%	-$29.7K	1.32%	11
2024 Q4	$4.37M	Buy	95,706 +4,375	+5%	+$202K	1.35%	11
2024 Q3	$4.28M	Sell	91,331 -11,051	-11%	-$512K	1.34%	12
2024 Q2	$4.68M	Sell	102,382 -5,670	-5%	-$260K	1.57%	11
2024 Q1	$5.02M	Sell	108,052 -2,947	-3%	-$138K	1.76%	9
2023 Q4	$5.22M	Sell	110,999 -14,028	-11%	-$629K	1.98%	9
2023 Q3	$5.46M	Sell	125,027 -13,085	-9%	-$595K	2.28%	9
2023 Q2	$6.38M	Sell	138,112 -1,805	-1%	-$83.6K	2.54%	8
2023 Q1	$6.55M	Sell	139,917 -606	-0.4%	-$28.1K	2.87%	8
2022 Q4	$6.41M	Sell	140,523 -9,512	-6%	-$427K	3.19%	8
2022 Q3	$6.6M	Sell	150,035 -9,425	-6%	-$433K	3.83%	6
2022 Q2	$7.31M	Sell	159,460 -18,767	-11%	-$867K	4.27%	5
2022 Q1	$8.53M	Buy	178,227 +1,290	+0.7%	+$64.3K	4.55%	6
2021 Q4	$9.15M	Buy	+176,937	New	+$9.13M	4.79%	4