Bragg Financial Advisors’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 |
-6,562
| Closed | -$296K | – | 346 |
|
|
2025
Q1 | $296K | Sell |
6,562
-5,700
| -46% | -$257K | 0.01% | 295 |
|
|
2024
Q4 | $559K | Sell |
12,262
-6,393
| -34% | -$292K | 0.02% | 249 |
|
|
2024
Q3 | $874K | Hold |
18,655
| – | – | 0.04% | 218 |
|
|
2024
Q2 | $853K | Buy |
18,655
+60
| +0.3% | +$2.75K | 0.04% | 212 |
|
|
2024
Q1 | $864K | Hold |
18,595
| – | – | 0.04% | 211 |
|
|
2023
Q4 | $874K | Sell |
18,595
-9,630
| -34% | -$453K | 0.04% | 208 |
|
|
2023
Q3 | $1.23M | Buy |
28,225
+6,124
| +28% | +$268K | 0.07% | 187 |
|
|
2023
Q2 | $1.02M | Hold |
22,101
| – | – | 0.06% | 197 |
|
|
2023
Q1 | $1.03M | Buy |
22,101
+760
| +4% | +$35.6K | 0.06% | 194 |
|
|
2022
Q4 | $974K | Buy |
+21,341
| New | +$974K | 0.06% | 195 |
|
|
2017
Q1 | – | Sell |
-35,001
| Closed | -$1.68M | – | 256 |
|
|
2016
Q4 | $1.68M | Buy |
35,001
+3,000
| +9% | +$144K | 0.28% | 127 |
|
|
2016
Q3 | $1.56M | Buy |
+32,001
| New | +$1.56M | 0.28% | 129 |
|