CAPTRUST Financial Advisors’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 | $311K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $102K | Sell |
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|
2019
Q2 | $112K | Sell |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $130K | Hold |
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|
2018
Q3 | $128K | Sell |
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|
2018
Q2 | $141K | Hold |
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|
2018
Q1 | $141K | Hold |
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|
2017
Q4 | $144K | Hold |
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|
2017
Q3 | $141K | Sell |
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|
2017
Q2 | $154K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q3 | $131K | Sell |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $193K | Sell |
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|
2015
Q4 | $203K | Sell |
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|
2015
Q3 | $284K | Sell |
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|
2015
Q2 | $289K | Sell |
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|
2015
Q1 | $299K | Sell |
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|
2014
Q4 | $350K | Buy |
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|
2014
Q3 | $338K | Buy |
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|
2014
Q2 | $332K | Sell |
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|
2014
Q1 | $499K | Sell |
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|
2013
Q4 | $493K | Sell |
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|
2013
Q3 | $695K | Sell |
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|
2013
Q2 | $720K | Buy |
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