Avidian Wealth Enterprises’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	$8.26M	Sell	182,178 -28,271	-13%	-$1.3M	0.26%	65
2025 Q4	$9.62M	Buy	210,449 +6,758	+3%	+$309K	0.35%	48
2025 Q3	$9.28M	Sell	203,691 -212,541	-51%	-$9.52M	0.35%	43
2025 Q2	$18.6M	Sell	416,232 -7,018	-2%	-$312K	0.76%	30
2025 Q1	$19.1M	Buy	423,250 +46,432	+12%	+$2.12M	0.85%	27
2024 Q4	$17.2M	Buy	376,818 +5,953	+2%	+$275K	0.77%	24
2024 Q3	$17.4M	Buy	370,865 +15,954	+4%	+$740K	0.79%	23
2024 Q2	$16.2M	Buy	354,911 +10,151	+3%	+$465K	0.78%	26
2024 Q1	$16M	Buy	344,760 +332,892	+2,805%	+$15.5M	0.86%	25
2023 Q4	$558K	Buy	11,868 +4,835	+69%	+$217K	0.03%	244
2023 Q3	$307K	Sell	7,033 -207	-3%	-$9.41K	0.02%	321
2023 Q2	$334K	Buy	7,240 +228	+3%	+$10.6K	0.02%	323
2023 Q1	$328K	Sell	7,012 -59,111	-89%	-$2.74M	0.02%	365
2022 Q4	$3.02M	Buy	+66,123	New	+$2.97M	0.2%	94
2022 Q3	–	Sell	-391,687	Closed	-$18M	–	466
2022 Q2	$18M	Buy	391,687 +327,442	+510%	+$15.1M	1.27%	15
2022 Q1	$3.08M	Sell	64,245 -29,738	-32%	-$1.48M	0.19%	93
2021 Q4	$4.86M	Buy	+93,983	New	+$4.85M	0.31%	64
2016 Q1	–	Sell	-15,904	Closed	-$775K	–	86
2015 Q4	$775K	Sell	15,904 -2,997	-16%	-$145K	0.38%	16
2015 Q3	$911K	Buy	18,901 +9,431	+100%	+$450K	0.57%	11
2015 Q2	$449K	Buy	+9,470	New	+$452K	0.19%	24