Betterment LLC’s 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
Q2 | $586M | Buy |
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|
2025
Q1 | $414M | Buy |
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|
2024
Q4 | $323M | Buy |
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|
2024
Q3 | $321M | Sell |
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|
2024
Q2 | $316M | Sell |
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|
2024
Q1 | $327M | Sell |
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|
2023
Q4 | $339M | Buy |
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|
2023
Q3 | $225M | Sell |
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|
2023
Q2 | $271M | Buy |
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|
2023
Q1 | $256M | Buy |
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|
2022
Q4 | $245M | Sell |
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|
2022
Q3 | $501M | Hold |
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|
2022
Q2 | $501M | Buy |
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|
2022
Q1 | $479M | Buy |
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|
2021
Q4 | $189M | Sell |
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|
2021
Q3 | $189M | Sell |
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|
2021
Q2 | $195M | Sell |
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|
2021
Q1 | $200M | Sell |
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|
2020
Q4 | $205M | Sell |
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|
2020
Q3 | $208M | Sell |
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|
2020
Q2 | $216M | Buy |
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|
2020
Q1 | $202M | Buy |
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|
2019
Q4 | $162M | Sell |
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|
2019
Q3 | $174M | Hold |
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|
2019
Q2 | $174M | Sell |
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|
2019
Q1 | $182M | Sell |
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|
2018
Q4 | $185M | Sell |
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|
2018
Q3 | $243M | Sell |
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|
2018
Q2 | $252M | Buy |
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|
2018
Q1 | $243M | Buy |
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|
2017
Q4 | $182M | Sell |
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|
2017
Q3 | $183M | Sell |
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|
2017
Q2 | $188M | Sell |
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|
2017
Q1 | $188M | Buy |
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|
2016
Q4 | $141M | Buy |
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|
2016
Q3 | $16.1M | Buy |
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|
2016
Q2 | $14.6M | Sell |
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|
2016
Q1 | $15M | Buy |
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|
2015
Q4 | $14.8M | Buy |
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|
2015
Q3 | $13.2M | Buy |
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|
2015
Q2 | $3.06M | Buy |
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|
2015
Q1 | $974K | Buy |
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|
2014
Q4 | $448K | Buy |
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