Castleview Partners’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
Q1 | – | Sell |
-7,074
| Closed | -$323K | – | 523 |
|
|
2024
Q4 | $323K | Sell |
7,074
-521
| -7% | -$23.8K | 0.17% | 138 |
|
|
2024
Q3 | $356K | Sell |
7,595
-159
| -2% | -$7.45K | 0.21% | 118 |
|
|
2024
Q2 | $355K | Sell |
7,754
-241
| -3% | -$11K | 0.2% | 115 |
|
|
2024
Q1 | $372K | Sell |
7,995
-763
| -9% | -$35.5K | 0.21% | 115 |
|
|
2023
Q4 | $412K | Buy |
+8,758
| New | +$412K | 0.29% | 76 |
|