Cypress Wealth Services’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 | – | Sell |
-10,679
| Closed | -$481K | – | 331 |
|
|
2025
Q1 | $481K | Buy |
+10,679
| New | +$481K | 0.1% | 161 |
|
|
2024
Q1 | – | Sell |
-6,502
| Closed | -$306K | – | 265 |
|
|
2023
Q4 | $306K | Sell |
6,502
-100
| -2% | -$4.7K | 0.08% | 189 |
|
|
2023
Q3 | $289K | Sell |
6,602
-32,102
| -83% | -$1.4M | 0.08% | 188 |
|
|
2023
Q2 | $1.79M | Sell |
38,704
-11,491
| -23% | -$531K | 0.47% | 46 |
|
|
2023
Q1 | $2.35M | Sell |
50,195
-2,187
| -4% | -$102K | 0.69% | 35 |
|
|
2022
Q4 | $2.39M | Buy |
52,382
+8,927
| +21% | +$407K | 0.77% | 33 |
|
|
2022
Q3 | $1.93M | Buy |
43,455
+24,408
| +128% | +$1.08M | 0.66% | 37 |
|
|
2022
Q2 | $873K | Buy |
19,047
+9,992
| +110% | +$458K | 0.28% | 76 |
|
|
2022
Q1 | $434K | Buy |
9,055
+2,341
| +35% | +$112K | 0.12% | 135 |
|
|
2021
Q4 | $347K | Buy |
+6,714
| New | +$347K | 0.1% | 159 |
|