Bartlett & Co Wealth Management’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 | $76.3K | Hold |
1,675
| – | – | ﹤0.01% | 613 |
|
|
2025
Q4 | $76.6K | Sell |
1,675
-550
| -25% | -$25.1K | ﹤0.01% | 595 |
|
|
2025
Q3 | $101K | Hold |
2,225
| – | – | ﹤0.01% | 557 |
|
|
2025
Q2 | $99.4K | Hold |
2,225
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $100K | Hold |
2,225
| – | – | ﹤0.01% | 545 |
|
|
2024
Q4 | $102K | Sell |
2,225
-1
| -0% | -$46 | ﹤0.01% | 537 |
|
|
2024
Q3 | $104K | Hold |
2,226
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $102K | Sell |
2,226
-2,699
| -55% | -$124K | ﹤0.01% | 539 |
|
|
2024
Q1 | $229K | Hold |
4,925
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $232K | Buy |
4,925
+3,333
| +209% | +$149K | ﹤0.01% | 452 |
|
|
2023
Q3 | $69.6K | Hold |
1,592
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $73.5K | Hold |
1,592
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $74.5K | Buy |
1,592
+72
| +5% | +$3.34K | ﹤0.01% | 505 |
|
|
2022
Q4 | $69.3K | Hold |
1,520
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $66.9K | Hold |
1,520
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $69.7K | Hold |
1,520
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $72.8K | Buy |
+1,520
| New | +$75.8K | ﹤0.01% | 530 |
|
|
2021
Q4 | – | Sell |
-1,712
| Closed | -$88.3K | – | 840 |
|
|
2021
Q3 | $88.3K | Hold |
1,712
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $89.2K | Hold |
1,712
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $88.4K | Sell |
1,712
-9
| -0.5% | -$468 | ﹤0.01% | 438 |
|
|
2020
Q4 | $90.3K | Buy |
1,721
+9
| +0.5% | +$469 | ﹤0.01% | 428 |
|
|
2020
Q3 | $88.9K | Sell |
1,712
-161
| -9% | -$8.39K | ﹤0.01% | 399 |
|
|
2020
Q2 | $96.8K | Hold |
1,873
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $93.7K | Buy |
+1,873
| New | +$95.1K | ﹤0.01% | 374 |
|
Other funds holding TFI
IWM