Belpointe Asset Management’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 |
-32,427
| Closed | -$1.46M | – | 1024 |
|
2025
Q1 | $1.46M | Buy |
+32,427
| New | +$1.46M | 0.08% | 249 |
|
2023
Q2 | – | Sell |
-2,427
| Closed | -$114K | – | 3097 |
|
2023
Q1 | $114K | Buy |
2,427
+631
| +35% | +$29.5K | 0.01% | 1236 |
|
2022
Q4 | $81.9K | Sell |
1,796
-4,518
| -72% | -$206K | 0.01% | 1349 |
|
2022
Q3 | $278K | Buy |
+6,314
| New | +$278K | 0.02% | 713 |
|
2021
Q4 | – | Sell |
-2,902
| Closed | -$150K | – | 1249 |
|
2021
Q3 | $150K | Buy |
2,902
+862
| +42% | +$44.6K | 0.01% | 980 |
|
2021
Q2 | $106K | Buy |
+2,040
| New | +$106K | 0.01% | 1107 |
|
2020
Q4 | – | Sell |
-2,149
| Closed | -$112K | – | 986 |
|
2020
Q3 | $112K | Sell |
2,149
-1,520
| -41% | -$79.2K | 0.01% | 738 |
|
2020
Q2 | $190K | Buy |
+3,669
| New | +$190K | 0.02% | 541 |
|
2020
Q1 | – | Sell |
-2,135
| Closed | -$108K | – | 775 |
|
2019
Q4 | $108K | Sell |
2,135
-486
| -19% | -$24.6K | 0.01% | 757 |
|
2019
Q3 | $133K | Buy |
+2,621
| New | +$133K | 0.02% | 588 |
|