CFS Investment Advisory Services’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	$1.99M	Sell	43,430 -260	-0.6%	-$11.9K	0.14%	129
2025 Q4	$2M	Buy	43,690 +545	+1%	+$24.9K	0.15%	122
2025 Q3	$1.98M	Buy	43,145 +1,498	+4%	+$67.1K	0.15%	123
2025 Q2	$1.86M	Buy	41,647 +23,588	+131%	+$1.05M	0.15%	120
2025 Q1	$814K	Sell	18,059 -5,537	-23%	-$252K	0.07%	182
2024 Q4	$1.08M	Sell	23,596 -15,076	-39%	-$695K	0.1%	150
2024 Q3	$1.81M	Buy	38,672 +1,841	+5%	+$85.4K	0.15%	112
2024 Q2	$1.69M	Sell	36,831 -15,250	-29%	-$698K	0.14%	105
2024 Q1	$2.42M	Buy	52,081 +30,191	+138%	+$1.41M	0.41%	45
2023 Q4	$1.03M	Sell	21,890 -8,691	-28%	-$390K	0.19%	78
2023 Q3	$1.34M	Sell	30,581 -6,515	-18%	-$296K	0.21%	77
2023 Q2	$1.71M	Sell	37,096 -4,467	-11%	-$207K	0.22%	85
2023 Q1	$1.95M	Sell	41,563 -21,940	-35%	-$1.02M	0.35%	46
2022 Q4	$2.9M	Sell	63,503 -3,225,221	-98%	-$145M	0.66%	22
2022 Q3	$3.29M	Buy	3,288,724 +3,222,025	+4,831%	+$148M	0.76%	21
2022 Q2	$3.06M	Sell	66,699 -3,591,764	-98%	-$166M	0.47%	37
2022 Q1	$76K	Buy	3,658,463 +3,568,080	+3,948%	+$178M	0.33%	45
2021 Q4	$4.54M	Buy	90,383 +803	+0.9%	+$41.4K	0.61%	29
2021 Q3	$4.62M	Buy	+89,580	New	+$4.67M	0.63%	31
2020 Q4	$4.1M	Buy	+78,116	New	+$4.07M	0.65%	30