AWM
Arista Wealth Management’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
4,662
-557
| -11% | -$24.9K | 0.03% | 228 |
|
|
2025
Q1 | $235K | Hold |
5,219
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $238K | Hold |
5,219
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $244K | Hold |
5,219
| – | – | 0.06% | 59 |
|
|
2024
Q2 | $239K | Buy |
+5,219
| New | +$239K | 0.06% | 56 |
|
|
2024
Q1 | – | Sell |
-5,219
| Closed | -$245K | – | 51 |
|
|
2023
Q4 | $245K | Buy |
+5,219
| New | +$245K | 0.09% | 47 |
|
|
2023
Q3 | – | Sell |
-5,219
| Closed | -$241K | – | 60 |
|
|
2023
Q2 | $241K | Hold |
5,219
| – | – | 0.1% | 54 |
|
|
2023
Q1 | $244K | Sell |
5,219
-1,547
| -23% | -$72.4K | 0.13% | 57 |
|
|
2022
Q4 | $309K | Buy |
+6,766
| New | +$309K | 0.19% | 46 |
|