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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Hold |
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|
2025
Q2 | $99.4K | Hold |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $102K | Sell |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $69.6K | Hold |
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|
2023
Q2 | $73.5K | Hold |
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|
2023
Q1 | $74.5K | Buy |
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|
2022
Q4 | $69.3K | Hold |
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|
2022
Q3 | $66.9K | Hold |
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|
2022
Q2 | $69.7K | Hold |
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|
2022
Q1 | $72.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $88.3K | Hold |
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|
2021
Q2 | $89.2K | Hold |
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|
2021
Q1 | $88.4K | Sell |
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|
2020
Q4 | $90.3K | Buy |
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|
2020
Q3 | $88.9K | Sell |
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|
2020
Q2 | $96.8K | Hold |
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|
2020
Q1 | $93.7K | Buy |
|