Avidian Wealth Enterprises’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 | $18.6M | Sell |
416,232
-7,018
| -2% | -$313K | 0.76% | 30 |
|
|
2025
Q1 | $19.1M | Buy |
423,250
+46,432
| +12% | +$2.09M | 0.85% | 27 |
|
|
2024
Q4 | $17.2M | Buy |
376,818
+5,953
| +2% | +$272K | 0.77% | 24 |
|
|
2024
Q3 | $17.4M | Buy |
370,865
+15,954
| +4% | +$747K | 0.79% | 23 |
|
|
2024
Q2 | $16.2M | Buy |
354,911
+10,151
| +3% | +$464K | 0.67% | 24 |
|
|
2024
Q1 | $16M | Buy |
344,760
+332,892
| +2,805% | +$15.5M | 0.78% | 23 |
|
|
2023
Q4 | $558K | Buy |
11,868
+4,835
| +69% | +$227K | 0.03% | 242 |
|
|
2023
Q3 | $307K | Sell |
7,033
-207
| -3% | -$9.05K | 0.02% | 321 |
|
|
2023
Q2 | $334K | Buy |
7,240
+228
| +3% | +$10.5K | 0.02% | 322 |
|
|
2023
Q1 | $328K | Sell |
7,012
-59,111
| -89% | -$2.77M | 0.02% | 364 |
|
|
2022
Q4 | $3.02M | Buy |
+66,123
| New | +$3.02M | 0.2% | 94 |
|
|
2022
Q3 | – | Sell |
-391,687
| Closed | -$18M | – | 464 |
|
|
2022
Q2 | $18M | Buy |
391,687
+327,442
| +510% | +$15M | 1.27% | 15 |
|
|
2022
Q1 | $3.08M | Sell |
64,245
-29,738
| -32% | -$1.42M | 0.19% | 90 |
|
|
2021
Q4 | $4.86M | Buy |
+93,983
| New | +$4.86M | 0.3% | 62 |
|
|
2016
Q1 | – | Sell |
-15,904
| Closed | -$775K | – | 86 |
|
|
2015
Q4 | $775K | Sell |
15,904
-2,997
| -16% | -$146K | 0.38% | 16 |
|
|
2015
Q3 | $911K | Buy |
18,901
+9,431
| +100% | +$455K | 0.57% | 11 |
|
|
2015
Q2 | $449K | Buy |
+9,470
| New | +$449K | 0.19% | 24 |
|