Bragg Financial 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	$801K	Buy	17,675 +11,356	+180%	+$521K	0.03%	234
2025 Q4	$289K	Buy	6,319 +1,787	+39%	+$81.7K	0.01%	315
2025 Q3	$207K	Buy	+4,532	New	+$203K	0.01%	340
2025 Q2	–	Sell	-6,562	Closed	-$296K	–	346
2025 Q1	$296K	Sell	6,562 -5,700	-46%	-$260K	0.01%	295
2024 Q4	$559K	Sell	12,262 -6,393	-34%	-$295K	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%	-$432K	0.04%	208
2023 Q3	$1.23M	Buy	28,225 +6,124	+28%	+$278K	0.07%	187
2023 Q2	$1.02M	Hold	22,101	–	–	0.06%	197
2023 Q1	$1.03M	Buy	22,101 +760	+4%	+$35.2K	0.06%	194
2022 Q4	$974K	Buy	+21,341	New	+$958K	0.06%	195
2017 Q1	–	Sell	-35,001	Closed	-$1.68M	–	256
2016 Q4	$1.68M	Buy	35,001 +3,000	+9%	+$145K	0.28%	127
2016 Q3	$1.56M	Buy	+32,001	New	+$1.61M	0.28%	129