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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Buy |
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|
2025
Q2 | $771K | Sell |
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|
2025
Q1 | $876K | Buy |
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|
2024
Q4 | $850K | Buy |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $883K | Buy |
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|
2023
Q2 | $867K | Buy |
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|
2023
Q1 | $874K | Buy |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $770K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $743K | Sell |
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|
2020
Q1 | $743K | Sell |
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|
2019
Q4 | $827K | Sell |
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|
2019
Q3 | $859K | Buy |
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|
2019
Q2 | $822K | Buy |
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|
2019
Q1 | $695K | Buy |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $736K | Buy |
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|
2018
Q2 | $472K | Buy |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $473K | Buy |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $310K | Buy |
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|
2017
Q1 | $302K | Buy |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $325K | Buy |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $184K | Sell |
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|
2015
Q3 | $182K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $164K | Buy |
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|
2014
Q4 | $123K | Buy |
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|
2014
Q3 | $121K | Buy |
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|
2014
Q2 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $48K | Buy |
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