Concurrent Investment 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
$253K Buy
5,657
+829
+17% +$37K ﹤0.01% 1141
2025
Q1
$218K Buy
4,828
+73
+2% +$3.29K 0.01% 1079
2024
Q4
$217K Buy
+4,755
New +$217K 0.01% 947