Cornerstone Wealth Management’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
$2.15M Sell
48,237
-15
-0% -$670 0.13% 148
2025
Q1
$2.17M Hold
48,252
0.15% 138
2024
Q4
$2.2M Sell
48,252
-8
-0% -$365 0.15% 137
2024
Q3
$2.26M Sell
48,260
-8,104
-14% -$380K 0.16% 129
2024
Q2
$2.58M Sell
56,364
-570
-1% -$26.1K 0.2% 109
2024
Q1
$2.65M Hold
56,934
0.21% 105
2023
Q4
$2.68M Buy
56,934
+51,158
+886% +$2.4M 0.23% 100
2023
Q3
$252K Sell
5,776
-1,578
-21% -$69K 0.02% 454
2023
Q2
$339K Sell
7,354
-23,301
-76% -$1.08M 0.03% 380
2023
Q1
$1.44M Buy
+30,655
New +$1.44M 0.14% 137
2022
Q3
$393K Buy
8,926
+1,292
+17% +$56.9K 0.04% 303
2022
Q2
$350K Buy
+7,634
New +$350K 0.04% 329