Beacon Pointe Advisors’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	$3.38M	Sell	74,551 -9,645	-11%	-$443K	0.02%	590
2025 Q4	$3.85M	Buy	84,196 +31,733	+60%	+$1.45M	0.03%	452
2025 Q3	$2.39M	Sell	52,463 -2,023	-4%	-$90.6K	0.02%	513
2025 Q2	$2.43M	Sell	54,486 -1,097	-2%	-$48.7K	0.03%	450
2025 Q1	$2.51M	Sell	55,583 -27,872	-33%	-$1.27M	0.03%	419
2024 Q4	$3.81M	Sell	83,455 -19,971	-19%	-$921K	0.04%	330
2024 Q3	$4.84M	Sell	103,426 -14,798	-13%	-$686K	0.06%	296
2024 Q2	$5.41M	Sell	118,224 -1,295	-1%	-$59.3K	0.06%	261
2024 Q1	$5.56M	Buy	119,519 +12,607	+12%	+$589K	0.06%	268
2023 Q4	$5.02M	Sell	106,912 -647	-0.6%	-$29K	0.06%	286
2023 Q3	$4.7M	Buy	107,559 +15,403	+17%	+$700K	0.06%	279
2023 Q2	$4.25M	Buy	92,156 +8,629	+10%	+$400K	0.07%	236
2023 Q1	$3.91M	Buy	83,527 +44,464	+114%	+$2.06M	0.07%	259
2022 Q4	$1.78M	Sell	39,063 -53,897	-58%	-$2.42M	0.03%	378
2022 Q3	$4.09M	Buy	92,960 +43,564	+88%	+$2M	0.09%	195
2022 Q2	$2.26M	Sell	49,396 -33,971	-41%	-$1.57M	0.05%	309
2022 Q1	$3.99M	Buy	+83,367	New	+$4.16M	0.05%	294