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Consilium Wealth Advisory’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Consilium Wealth Advisory’s Portfolio TFI Stock Details TFI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$619K Buy
2023
Q1 		– Sell
2022
Q4 		$895K Buy
2022
Q3 		– Sell
2022
Q2 		$252K Sell
2022
Q1 		$265K Sell
2021
Q4 		$289K Buy