Cypress Financial 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 | $773K | Buy |
17,299
+8,440
| +95% | +$377K | 0.25% | 34 |
|
|
2025
Q1 | $399K | Hold |
8,859
| – | – | 0.14% | 48 |
|
|
2024
Q4 | $404K | Sell |
8,859
-8,486
| -49% | -$387K | 0.15% | 47 |
|
|
2024
Q3 | $812K | Buy |
17,345
+385
| +2% | +$18K | 0.3% | 27 |
|
|
2024
Q2 | $776K | Buy |
16,960
+2,233
| +15% | +$102K | 0.32% | 28 |
|
|
2024
Q1 | $685K | Buy |
+14,727
| New | +$685K | 0.31% | 28 |
|
|
2023
Q4 | – | Sell |
-14,774
| Closed | -$646K | – | 58 |
|
|
2023
Q3 | $646K | Buy |
14,774
+2,874
| +24% | +$126K | 0.37% | 23 |
|
|
2023
Q2 | $548K | Buy |
11,900
+4,006
| +51% | +$185K | 0.31% | 29 |
|
|
2023
Q1 | $369K | Buy |
7,894
+1,076
| +16% | +$50.3K | 0.22% | 37 |
|
|
2022
Q4 | $312K | Buy |
6,818
+124
| +2% | +$5.67K | 0.21% | 44 |
|
|
2022
Q3 | $294K | Sell |
6,694
-2,253
| -25% | -$99K | 0.21% | 43 |
|
|
2022
Q2 | $410K | Buy |
+8,947
| New | +$410K | 0.28% | 35 |
|