Beaumont Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Beaumont Financial Advisors’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	5,846	–	–	0.02%	314
2025 Q4	$267K	Hold	5,846	–	–	0.02%	316
2025 Q3	$266K	Hold	5,846	–	–	0.02%	338
2025 Q2	$261K	Sell	5,846 -2,700	-32%	-$120K	0.02%	321
2025 Q1	$385K	Hold	8,546	–	–	0.03%	260
2024 Q4	$390K	Buy	8,546 +314	+4%	+$14.5K	0.03%	254
2024 Q3	$386K	Hold	8,232	–	–	0.03%	246
2024 Q2	$377K	Hold	8,232	–	–	0.03%	242
2024 Q1	$383K	Hold	8,232	–	–	0.03%	241
2023 Q4	$387K	Sell	8,232 -375	-4%	-$16.8K	0.04%	226
2023 Q3	$376K	Hold	8,607	–	–	0.04%	215
2023 Q2	$397K	Hold	8,607	–	–	0.04%	224
2023 Q1	$403K	Sell	8,607 -325	-4%	-$15.1K	0.04%	198
2022 Q4	$407K	Sell	8,932 -287,347	-97%	-$12.9M	0.04%	195
2022 Q3	$13M	Sell	296,279 -82,293	-22%	-$3.78M	1.25%	22
2022 Q2	$17.4M	Buy	378,572 +365,635	+2,826%	+$16.9M	1.56%	15
2022 Q1	$619K	Sell	12,937 -147	-1%	-$7.33K	0.05%	186
2021 Q4	$677K	Sell	13,084 -1,357	-9%	-$70K	0.05%	180
2021 Q3	$745K	Sell	14,441 -286	-2%	-$14.9K	0.06%	164
2021 Q2	$767K	Sell	14,727 -300	-2%	-$15.6K	0.06%	168
2021 Q1	$776K	Buy	15,027 +1,055	+8%	+$54.9K	0.07%	161
2020 Q4	$733K	Hold	13,972	–	–	0.07%	166
2020 Q3	$726K	Buy	13,972 +1,800	+15%	+$93.8K	0.07%	166
2020 Q2	$629K	Buy	12,172 +4,255	+54%	+$217K	0.07%	163
2020 Q1	$396K	Sell	7,917 -929	-11%	-$47.2K	0.05%	167
2019 Q4	$447K	Buy	8,846 +1,825	+26%	+$92.4K	0.04%	193
2019 Q3	$356K	Sell	7,021 -700	-9%	-$35.5K	0.04%	194
2019 Q2	$387K	Buy	7,721 +300	+4%	+$14.9K	0.04%	172
2019 Q1	$366K	Buy	+7,421	New	+$360K	0.04%	174
2018 Q1	–	Sell	-42,387	Closed	-$2.08M	–	224
2017 Q4	$2.08M	Buy	42,387 +204	+0.5%	+$9.98K	0.24%	76
2017 Q3	$2.06M	Buy	42,183 +503	+1%	+$24.7K	0.26%	80
2017 Q2	$2.03M	Hold	41,680	–	–	0.26%	81
2017 Q1	$2M	Sell	41,680 -525	-1%	-$25K	0.27%	81
2016 Q4	$2M	Buy	+42,205	New	+$2.04M	0.3%	72