Creative Planning’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 | $771K | Sell |
17,265
-2,163
| -11% | -$96.6K | ﹤0.01% | 2065 |
|
|
2025
Q1 | $876K | Buy |
19,428
+798
| +4% | +$36K | ﹤0.01% | 1816 |
|
|
2024
Q4 | $850K | Buy |
18,630
+674
| +4% | +$30.7K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $841K | Buy |
17,956
+1,535
| +9% | +$71.9K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $751K | Sell |
16,421
-2,311
| -12% | -$106K | ﹤0.01% | 1620 |
|
|
2024
Q1 | $871K | Buy |
18,732
+4,284
| +30% | +$199K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $679K | Sell |
14,448
-5,763
| -29% | -$271K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $883K | Buy |
20,211
+1,436
| +8% | +$62.8K | ﹤0.01% | 1221 |
|
|
2023
Q2 | $867K | Buy |
18,775
+99
| +0.5% | +$4.57K | ﹤0.01% | 1205 |
|
|
2023
Q1 | $874K | Buy |
18,676
+701
| +4% | +$32.8K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $820K | Buy |
17,975
+471
| +3% | +$21.5K | ﹤0.01% | 1133 |
|
|
2022
Q3 | $770K | Sell |
17,504
-5,235
| -23% | -$230K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $1.04M | Sell |
22,739
-3,618
| -14% | -$166K | ﹤0.01% | 955 |
|
|
2022
Q1 | $1.26M | Sell |
26,357
-851
| -3% | -$40.7K | ﹤0.01% | 879 |
|
|
2021
Q4 | $1.41M | Sell |
27,208
-1,670
| -6% | -$86.4K | ﹤0.01% | 804 |
|
|
2021
Q3 | $1.49M | Buy |
28,878
+2,177
| +8% | +$112K | ﹤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% | -$68.7K | ﹤0.01% | 964 |
|
|
2020
Q4 | $1.2M | Buy |
22,792
+2,854
| +14% | +$150K | ﹤0.01% | 862 |
|
|
2020
Q3 | $1.04M | Buy |
19,938
+5,555
| +39% | +$288K | ﹤0.01% | 781 |
|
|
2020
Q2 | $743K | Sell |
14,383
-481
| -3% | -$24.8K | ﹤0.01% | 848 |
|
|
2020
Q1 | $743K | Sell |
14,864
-1,484
| -9% | -$74.2K | ﹤0.01% | 758 |
|
|
2019
Q4 | $827K | Sell |
16,348
-596
| -4% | -$30.2K | ﹤0.01% | 871 |
|
|
2019
Q3 | $859K | Buy |
16,944
+549
| +3% | +$27.8K | ﹤0.01% | 821 |
|
|
2019
Q2 | $822K | Buy |
16,395
+2,300
| +16% | +$115K | ﹤0.01% | 840 |
|
|
2019
Q1 | $695K | Buy |
14,095
+4,316
| +44% | +$213K | ﹤0.01% | 881 |
|
|
2018
Q4 | $471K | Sell |
9,779
-5,714
| -37% | -$275K | ﹤0.01% | 991 |
|
|
2018
Q3 | $736K | Buy |
15,493
+5,660
| +58% | +$269K | ﹤0.01% | 883 |
|
|
2018
Q2 | $472K | Buy |
9,833
+2,204
| +29% | +$106K | ﹤0.01% | 1092 |
|
|
2018
Q1 | $366K | Sell |
7,629
-2,028
| -21% | -$97.3K | ﹤0.01% | 1234 |
|
|
2017
Q4 | $473K | Buy |
9,657
+1,706
| +21% | +$83.6K | ﹤0.01% | 1101 |
|
|
2017
Q3 | $389K | Buy |
7,951
+1,593
| +25% | +$77.9K | ﹤0.01% | 1163 |
|
|
2017
Q2 | $310K | Buy |
6,358
+57
| +0.9% | +$2.78K | ﹤0.01% | 1265 |
|
|
2017
Q1 | $302K | Buy |
6,301
+1,163
| +23% | +$55.7K | ﹤0.01% | 1250 |
|
|
2016
Q4 | $244K | Sell |
5,138
-1,344
| -21% | -$63.8K | ﹤0.01% | 1294 |
|
|
2016
Q3 | $325K | Buy |
6,482
+1,815
| +39% | +$91K | ﹤0.01% | 1133 |
|
|
2016
Q2 | $236K | Sell |
4,667
-1,700
| -27% | -$86K | ﹤0.01% | 1172 |
|
|
2016
Q1 | $314K | Buy |
6,367
+2,590
| +69% | +$128K | ﹤0.01% | 966 |
|
|
2015
Q4 | $184K | Sell |
3,777
-5
| -0.1% | -$244 | ﹤0.01% | 1241 |
|
|
2015
Q3 | $182K | Buy |
+3,782
| New | +$182K | ﹤0.01% | 1240 |
|
|
2015
Q2 | – | Sell |
-3,382
| Closed | -$164K | – | 2695 |
|
|
2015
Q1 | $164K | Buy |
3,382
+846
| +33% | +$41K | ﹤0.01% | 1286 |
|
|
2014
Q4 | $123K | Buy |
2,536
+5
| +0.2% | +$243 | ﹤0.01% | 1423 |
|
|
2014
Q3 | $121K | Buy |
2,531
+2,520
| +22,909% | +$120K | ﹤0.01% | 1342 |
|
|
2014
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 3547 |
|
|
2013
Q4 | – | Sell |
-526
| Closed | -$24K | – | 3466 |
|
|
2013
Q3 | $24K | Sell |
526
-524
| -50% | -$23.9K | ﹤0.01% | 1995 |
|
|
2013
Q2 | $48K | Buy |
+1,050
| New | +$48K | ﹤0.01% | 1406 |
|