Arkadios 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	$948K	Buy	20,918 +13,917	+199%	+$639K	0.02%	816
2025 Q4	$320K	Buy	7,001 +47	+0.7%	+$2.15K	0.01%	1220
2025 Q3	$317K	Buy	6,954 +95	+1%	+$4.26K	0.01%	1133
2025 Q2	$306K	Buy	6,859 +32	+0.5%	+$1.42K	0.01%	1047
2025 Q1	$308K	Buy	6,827 +34	+0.5%	+$1.55K	0.01%	898
2024 Q4	$310K	Sell	6,793 -82	-1%	-$3.78K	0.02%	708
2024 Q3	$322K	Buy	+6,875	New	+$319K	0.02%	679
2021 Q4	–	Sell	-880	Closed	-$45K	–	1661
2021 Q3	$45K	Sell	880 -10,364	-92%	-$540K	0.01%	913
2021 Q2	$585K	Buy	11,244 +46	+0.4%	+$2.39K	0.07%	293
2021 Q1	$578K	Buy	11,198 +6,131	+121%	+$319K	0.1%	227
2020 Q4	$265K	Buy	+5,067	New	+$264K	0.06%	278