Aquire Wealth Advisors’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 | $4.27M | Buy |
95,568
+514
| +0.5% | +$23K | 1.15% | 13 |
|
|
2025
Q1 | $4.28M | Sell |
95,054
-652
| -0.7% | -$29.4K | 1.32% | 11 |
|
|
2024
Q4 | $4.37M | Buy |
95,706
+4,375
| +5% | +$200K | 1.35% | 11 |
|
|
2024
Q3 | $4.28M | Sell |
91,331
-11,051
| -11% | -$518K | 1.34% | 12 |
|
|
2024
Q2 | $4.68M | Sell |
102,382
-5,670
| -5% | -$259K | 1.57% | 11 |
|
|
2024
Q1 | $5.02M | Sell |
108,052
-2,947
| -3% | -$137K | 1.76% | 9 |
|
|
2023
Q4 | $5.22M | Sell |
110,999
-14,028
| -11% | -$659K | 1.98% | 9 |
|
|
2023
Q3 | $5.46M | Sell |
125,027
-13,085
| -9% | -$572K | 2.28% | 9 |
|
|
2023
Q2 | $6.38M | Sell |
138,112
-1,805
| -1% | -$83.3K | 2.54% | 8 |
|
|
2023
Q1 | $6.55M | Sell |
139,917
-606
| -0.4% | -$28.4K | 2.87% | 8 |
|
|
2022
Q4 | $6.41M | Sell |
140,523
-9,512
| -6% | -$434K | 3.19% | 8 |
|
|
2022
Q3 | $6.6M | Sell |
150,035
-9,425
| -6% | -$415K | 3.83% | 6 |
|
|
2022
Q2 | $7.31M | Sell |
159,460
-18,767
| -11% | -$861K | 4.27% | 5 |
|
|
2022
Q1 | $8.53M | Buy |
178,227
+1,290
| +0.7% | +$61.8K | 4.55% | 6 |
|
|
2021
Q4 | $9.15M | Buy |
+176,937
| New | +$9.15M | 4.79% | 4 |
|