CLA (CliftonLarsonAllen) Wealth 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
Q3 | $13M | Sell |
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|
2025
Q2 | $16.6M | Sell |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $80.7M | Buy |
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|
2024
Q3 | $80.1M | Buy |
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|
2024
Q2 | $75.2M | Buy |
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|
2024
Q1 | $72.8M | Sell |
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|
2023
Q4 | $148M | Sell |
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|
2023
Q3 | $141M | Buy |
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|
2023
Q2 | $140M | Buy |
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|
2023
Q1 | $103M | Buy |
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|
2022
Q4 | $50M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $26.9M | Sell |
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|
2022
Q1 | $37.3M | Buy |
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|
2021
Q4 | $23.6M | Buy |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $20.5M | Buy |
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|
2020
Q4 | $19.1M | Buy |
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|
2020
Q3 | $17.3M | Buy |
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|
2020
Q2 | $16.5M | Buy |
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|
2019
Q4 | $12.8M | Buy |
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|
2019
Q3 | $11.8M | Buy |
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|
2019
Q2 | $8.64M | Sell |
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|
2019
Q1 | $8.55M | Sell |
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|
2018
Q4 | $28.1M | Buy |
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|
2018
Q3 | $8.18M | Buy |
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|
2018
Q2 | $7.99M | Sell |
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|
2018
Q1 | $8.3M | Buy |
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|
2017
Q4 | $6.98M | Buy |
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|
2017
Q3 | $6.2M | Buy |
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|
2017
Q2 | $4.79M | Buy |
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|
2017
Q1 | $3.8M | Sell |
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|
2016
Q4 | $19M | Buy |
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|
2016
Q3 | $2.07M | Buy |
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|
2016
Q2 | $1.6M | Buy |
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|
2016
Q1 | $1.08M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $277K | Sell |
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|
2013
Q3 | $402K | Buy |
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|
2013
Q2 | $312K | Buy |
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