Cornerstone Wealth Group’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 |
-35,646
| Closed | -$1.61M | – | 330 |
|
|
2025
Q1 | $1.61M | Buy |
35,646
+5,077
| +17% | +$229K | 0.13% | 115 |
|
|
2024
Q4 | $1.39M | Buy |
30,569
+1,187
| +4% | +$54.2K | 0.11% | 116 |
|
|
2024
Q3 | $1.38M | Sell |
29,382
-4,819
| -14% | -$226K | 0.11% | 116 |
|
|
2024
Q2 | $1.56M | Sell |
34,201
-1,227
| -3% | -$56.1K | 0.14% | 109 |
|
|
2024
Q1 | $1.65M | Buy |
35,428
+1,217
| +4% | +$56.6K | 0.15% | 104 |
|
|
2023
Q4 | $1.61M | Buy |
34,211
+7,587
| +28% | +$357K | 0.23% | 83 |
|
|
2023
Q3 | $1.16M | Sell |
26,624
-1,530
| -5% | -$66.9K | 0.21% | 91 |
|
|
2023
Q2 | $1.3M | Sell |
28,154
-920
| -3% | -$42.5K | 0.24% | 88 |
|
|
2023
Q1 | $1.36M | Sell |
29,074
-1,720
| -6% | -$80.5K | 0.24% | 91 |
|
|
2022
Q4 | $1.4M | Sell |
30,794
-13,807
| -31% | -$630K | 0.27% | 81 |
|
|
2022
Q3 | $1.96M | Sell |
44,601
-917
| -2% | -$40.3K | 0.43% | 69 |
|
|
2022
Q2 | $2.09M | Buy |
45,518
+3,443
| +8% | +$158K | 0.44% | 70 |
|
|
2022
Q1 | $2.02M | Buy |
42,075
+5,677
| +16% | +$272K | 0.37% | 86 |
|
|
2021
Q4 | $1.88M | Buy |
36,398
+3,358
| +10% | +$174K | 0.32% | 84 |
|
|
2021
Q3 | $1.7M | Sell |
33,040
-465
| -1% | -$24K | 0.3% | 87 |
|
|
2021
Q2 | $1.76M | Sell |
33,505
-238
| -0.7% | -$12.5K | 0.36% | 82 |
|
|
2021
Q1 | $1.76M | Sell |
33,743
-529
| -2% | -$27.6K | 0.36% | 91 |
|
|
2020
Q4 | $1.8M | Buy |
34,272
+609
| +2% | +$32K | 0.44% | 78 |
|
|
2020
Q3 | $1.75M | Buy |
33,663
+1,509
| +5% | +$78.4K | 0.48% | 62 |
|
|
2020
Q2 | $1.66M | Buy |
+32,154
| New | +$1.66M | 0.42% | 62 |
|