Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $926K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $646M | Buy |
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|
2021
Q4 | $499M | Buy |
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|
2021
Q3 | $463M | Buy |
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|
2021
Q2 | $454M | Sell |
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|
2021
Q1 | $476M | Buy |
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|
2020
Q4 | $478M | Sell |
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|
2020
Q3 | $494M | Sell |
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|
2020
Q2 | $521M | Sell |
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|
2020
Q1 | $574M | Buy |
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|
2019
Q4 | $204M | Sell |
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|
2019
Q3 | $209M | Sell |
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|
2019
Q2 | $208M | Sell |
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|
2019
Q1 | $214M | Sell |
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|
2018
Q4 | $219M | Buy |
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|
2018
Q3 | $172M | Buy |
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|
2018
Q2 | $22.8M | Buy |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $282K | Sell |
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|
2017
Q3 | $52.5M | Sell |
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|
2017
Q2 | $54M | Sell |
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|
2017
Q1 | $55.4M | Sell |
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|
2016
Q4 | $58.6M | Buy |
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|
2016
Q3 | $49.8M | Sell |
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|
2016
Q2 | $53.2M | Sell |
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|
2016
Q1 | $54.6M | Buy |
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|
2015
Q4 | $50.8M | Buy |
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|
2015
Q3 | $39.3M | Buy |
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|
2015
Q2 | $26.3M | Buy |
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|
2015
Q1 | $9.35M | Buy |
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