Claro Advisors’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
Q2 | – | Sell |
-11,880
| Closed | -$535K | – | 505 |
|
|
2025
Q1 | $535K | Sell |
11,880
-3,399
| -22% | -$153K | 0.07% | 242 |
|
|
2024
Q4 | $697K | Sell |
15,279
-4,922
| -24% | -$225K | 0.09% | 195 |
|
|
2024
Q3 | $946K | Buy |
20,201
+4,643
| +30% | +$217K | 0.12% | 157 |
|
|
2024
Q2 | $712K | Buy |
15,558
+1,473
| +10% | +$67.4K | 0.11% | 188 |
|
|
2024
Q1 | $655K | Sell |
14,085
-1,654
| -11% | -$76.9K | 0.11% | 197 |
|
|
2023
Q4 | $740K | Buy |
15,739
+9,706
| +161% | +$456K | 0.16% | 148 |
|
|
2023
Q3 | $264K | Buy |
6,033
+1,389
| +30% | +$60.7K | 0.07% | 293 |
|
|
2023
Q2 | $214K | Buy |
+4,644
| New | +$214K | 0.05% | 332 |
|