Atria Wealth Solutions’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 | $430K | Sell |
9,622
-13,214
| -58% | -$590K | 0.01% | 984 |
|
|
2025
Q1 | $1.03M | Sell |
22,836
-4,113
| -15% | -$185K | 0.01% | 874 |
|
|
2024
Q4 | $1.23M | Buy |
26,949
+10,420
| +63% | +$475K | 0.01% | 844 |
|
|
2024
Q3 | $774K | Buy |
16,529
+3,746
| +29% | +$175K | 0.01% | 1024 |
|
|
2024
Q2 | $585K | Buy |
12,783
+6,065
| +90% | +$277K | 0.01% | 1152 |
|
|
2024
Q1 | $312K | Sell |
6,718
-4,281
| -39% | -$199K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $517K | Buy |
10,999
+5,382
| +96% | +$253K | 0.01% | 1177 |
|
|
2023
Q3 | $245K | Buy |
+5,617
| New | +$245K | ﹤0.01% | 1538 |
|
|
2023
Q1 | – | Sell |
-7,909
| Closed | -$361K | – | 1938 |
|
|
2022
Q4 | $361K | Buy |
7,909
+2,326
| +42% | +$106K | 0.01% | 1249 |
|
|
2022
Q3 | $246K | Buy |
+5,583
| New | +$246K | ﹤0.01% | 1425 |
|
|
2022
Q2 | – | Sell |
-7,162
| Closed | -$343K | – | 1852 |
|
|
2022
Q1 | $343K | Buy |
+7,162
| New | +$343K | 0.01% | 1253 |
|