Atria Investments’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	$346K	Sell	7,636 -2,591	-25%	-$119K	﹤0.01%	1660
2025 Q4	$467K	Buy	10,227 +5,280	+107%	+$241K	0.01%	1492
2025 Q3	$225K	Buy	4,947 +315	+7%	+$14.1K	﹤0.01%	1881
2025 Q2	$207K	Buy	+4,632	New	+$206K	﹤0.01%	1911
2016 Q4	–	Sell	-11,400	Closed	-$571K	–	677
2016 Q3	$571K	Sell	11,400 -10,588	-48%	-$533K	0.05%	290
2016 Q2	$1.11M	Buy	21,988 +266	+1%	+$13.3K	0.12%	156
2016 Q1	$1.07M	Buy	21,722 +16,825	+344%	+$828K	0.12%	134
2015 Q4	$241K	Sell	4,897 -4,578	-48%	-$221K	0.03%	351
2015 Q3	$457K	Sell	9,475 -4,315	-31%	-$206K	0.06%	205
2015 Q2	$654K	Buy	13,790 +58	+0.4%	+$2.77K	0.08%	197
2015 Q1	$665K	Buy	13,732 +86	+0.6%	+$4.17K	0.08%	197
2014 Q4	$659K	Sell	13,646 -10,857	-44%	-$523K	0.07%	219
2014 Q3	$1.18M	Buy	24,503 +5,133	+26%	+$244K	0.12%	144
2014 Q2	$917K	Sell	19,370 -9,693	-33%	-$457K	0.09%	188
2014 Q1	$1.35M	Buy	29,063 +12,140	+72%	+$561K	0.14%	137
2013 Q4	$763K	Buy	16,923 +9,448	+126%	+$431K	0.08%	218
2013 Q3	$341K	Buy	7,475 +1,335	+22%	+$59.9K	0.04%	339
2013 Q2	$281K	Buy	+6,140	New	+$293K	0.03%	309