Badgley Phelps Wealth Managers’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 | – | Sell |
-7,193
| Closed | -$324K | – | 305 |
|
|
2025
Q1 | $324K | Sell |
7,193
-3,935
| -35% | -$177K | 0.01% | 248 |
|
|
2024
Q4 | $508K | Hold |
11,128
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $521K | Hold |
11,128
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $509K | Hold |
11,128
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $517K | Buy |
+11,128
| New | +$517K | 0.01% | 193 |
|