Creative Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
22,544
+4,445
| +25% | +$204K | ﹤0.01% | 2434 |
|
|
2025
Q4 | $827K | Buy |
18,099
+375
| +2% | +$17.1K | ﹤0.01% | 2437 |
|
|
2025
Q3 | $808K | Buy |
17,724
+459
| +3% | +$20.6K | ﹤0.01% | 2320 |
|
|
2025
Q2 | $771K | Sell |
17,265
-2,163
| -11% | -$96.1K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $876K | Buy |
19,428
+798
| +4% | +$36.4K | ﹤0.01% | 1821 |
|
|
2024
Q4 | $850K | Buy |
18,630
+674
| +4% | +$31.1K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $841K | Buy |
17,956
+1,535
| +9% | +$71.2K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $751K | Sell |
16,421
-2,311
| -12% | -$106K | ﹤0.01% | 1625 |
|
|
2024
Q1 | $871K | Buy |
18,732
+4,284
| +30% | +$200K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $679K | Sell |
14,448
-5,763
| -29% | -$258K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $883K | Buy |
20,211
+1,436
| +8% | +$65.3K | ﹤0.01% | 1224 |
|
|
2023
Q2 | $867K | Buy |
18,775
+99
| +0.5% | +$4.58K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $874K | Buy |
18,676
+701
| +4% | +$32.5K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $820K | Buy |
17,975
+471
| +3% | +$21.2K | ﹤0.01% | 1137 |
|
|
2022
Q3 | $770K | Sell |
17,504
-5,235
| -23% | -$241K | ﹤0.01% | 1082 |
|
|
2022
Q2 | $1.04M | Sell |
22,739
-3,618
| -14% | -$167K | ﹤0.01% | 958 |
|
|
2022
Q1 | $1.26M | Sell |
26,357
-851
| -3% | -$42.4K | ﹤0.01% | 880 |
|
|
2021
Q4 | $1.41M | Sell |
27,208
-1,670
| -6% | -$86.1K | ﹤0.01% | 804 |
|
|
2021
Q3 | $1.49M | Buy |
28,878
+2,177
| +8% | +$114K | ﹤0.01% | 777 |
|
|
2021
Q2 | $1.39M | Buy |
26,701
+5,239
| +24% | +$273K | ﹤0.01% | 804 |
|
|
2021
Q1 | $1.11M | Sell |
21,462
-1,330
| -6% | -$69.2K | ﹤0.01% | 975 |
|
|
2020
Q4 | $1.2M | Buy |
22,792
+2,854
| +14% | +$149K | ﹤0.01% | 872 |
|
|
2020
Q3 | $1.03M | Buy |
19,938
+5,555
| +39% | +$290K | ﹤0.01% | 789 |
|
|
2020
Q2 | $743K | Sell |
14,383
-481
| -3% | -$24.5K | ﹤0.01% | 858 |
|
|
2020
Q1 | $743K | Sell |
14,864
-1,484
| -9% | -$75.4K | ﹤0.01% | 764 |
|
|
2019
Q4 | $827K | Sell |
16,348
-596
| -4% | -$30.2K | ﹤0.01% | 876 |
|
|
2019
Q3 | $859K | Buy |
16,944
+549
| +3% | +$27.9K | ﹤0.01% | 824 |
|
|
2019
Q2 | $822K | Buy |
16,395
+2,300
| +16% | +$114K | ﹤0.01% | 844 |
|
|
2019
Q1 | $695K | Buy |
14,095
+4,316
| +44% | +$209K | ﹤0.01% | 884 |
|
|
2018
Q4 | $471K | Sell |
9,779
-5,714
| -37% | -$270K | ﹤0.01% | 996 |
|
|
2018
Q3 | $736K | Buy |
15,493
+5,660
| +58% | +$271K | ﹤0.01% | 890 |
|
|
2018
Q2 | $472K | Buy |
9,833
+2,204
| +29% | +$105K | ﹤0.01% | 1102 |
|
|
2018
Q1 | $366K | Sell |
7,629
-2,028
| -21% | -$97.6K | ﹤0.01% | 1246 |
|
|
2017
Q4 | $473K | Buy |
9,657
+1,706
| +21% | +$83.5K | ﹤0.01% | 1109 |
|
|
2017
Q3 | $389K | Buy |
7,951
+1,593
| +25% | +$78.2K | ﹤0.01% | 1171 |
|
|
2017
Q2 | $310K | Buy |
6,358
+57
| +0.9% | +$2.77K | ﹤0.01% | 1277 |
|
|
2017
Q1 | $302K | Buy |
6,301
+1,163
| +23% | +$55.4K | ﹤0.01% | 1259 |
|
|
2016
Q4 | $244K | Sell |
5,138
-1,344
| -21% | -$65.1K | ﹤0.01% | 1302 |
|
|
2016
Q3 | $325K | Buy |
6,482
+1,815
| +39% | +$91.4K | ﹤0.01% | 1138 |
|
|
2016
Q2 | $236K | Sell |
4,667
-1,700
| -27% | -$84.8K | ﹤0.01% | 1177 |
|
|
2016
Q1 | $314K | Buy |
6,367
+2,590
| +69% | +$127K | ﹤0.01% | 969 |
|
|
2015
Q4 | $184K | Sell |
3,777
-5
| -0.1% | -$242 | ﹤0.01% | 1250 |
|
|
2015
Q3 | $182K | Buy |
+3,782
| New | +$181K | ﹤0.01% | 1247 |
|
|
2015
Q2 | – | Sell |
-3,382
| Closed | -$164K | – | 2823 |
|
|
2015
Q1 | $164K | Buy |
3,382
+846
| +33% | +$41K | ﹤0.01% | 1295 |
|
|
2014
Q4 | $123K | Buy |
2,536
+5
| +0.2% | +$241 | ﹤0.01% | 1433 |
|
|
2014
Q3 | $121K | Buy |
2,531
+2,520
| +22,909% | +$120K | ﹤0.01% | 1349 |
|
|
2014
Q2 | $1K | Buy |
+11
| New | +$518 | ﹤0.01% | 3665 |
|
|
2013
Q4 | – | Sell |
-526
| Closed | -$24K | – | 3466 |
|
|
2013
Q3 | $24K | Sell |
526
-524
| -50% | -$23.5K | ﹤0.01% | 1995 |
|
|
2013
Q2 | $48K | Buy |
+1,050
| New | +$50.1K | ﹤0.01% | 1406 |
|
Other funds holding TFI
IWM