Dakota Wealth Management’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
Q4 | – | Sell |
-25,128
| Closed | -$1.15M | – | 811 |
|
|
2025
Q3 | $1.15M | Buy |
25,128
+1,501
| +6% | +$67.2K | 0.02% | 330 |
|
|
2025
Q2 | $1.06M | Buy |
23,627
+10,084
| +74% | +$448K | 0.02% | 371 |
|
|
2025
Q1 | $610K | Buy |
13,543
+3,366
| +33% | +$153K | 0.01% | 476 |
|
|
2024
Q4 | $464K | Buy |
10,177
+2,344
| +30% | +$108K | 0.01% | 521 |
|
|
2024
Q3 | $367K | Sell |
7,833
-8,298
| -51% | -$385K | 0.01% | 554 |
|
|
2024
Q2 | $738K | Buy |
16,131
+783
| +5% | +$35.9K | 0.02% | 432 |
|
|
2024
Q1 | $713K | Buy |
15,348
+7,484
| +95% | +$350K | 0.02% | 438 |
|
|
2023
Q4 | $370K | Buy |
7,864
+1,838
| +31% | +$82.4K | 0.01% | 472 |
|
|
2023
Q3 | $263K | Buy |
+6,026
| New | +$274K | 0.01% | 518 |
|
|
2022
Q2 | – | Sell |
-4,354
| Closed | -$208K | – | 553 |
|
|
2022
Q1 | $208K | Sell |
4,354
-1,065
| -20% | -$53.1K | 0.02% | 413 |
|
|
2021
Q4 | $280K | Hold |
5,419
| – | – | 0.03% | 311 |
|
|
2021
Q3 | $279K | Hold |
5,419
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $282K | Hold |
5,419
| – | – | 0.03% | 290 |
|
|
2021
Q1 | $280K | Sell |
5,419
-11,858
| -69% | -$617K | 0.04% | 264 |
|
|
2020
Q4 | $907K | Buy |
17,277
+3,800
| +28% | +$198K | 0.12% | 156 |
|
|
2020
Q3 | $700K | Buy |
13,477
+770
| +6% | +$40.1K | 0.11% | 143 |
|
|
2020
Q2 | $656K | Buy |
12,707
+1,780
| +16% | +$90.7K | 0.12% | 143 |
|
|
2020
Q1 | $546K | Buy |
10,927
+1,054
| +11% | +$53.5K | 0.12% | 146 |
|
|
2019
Q4 | $499K | Hold |
9,873
| – | – | 0.08% | 192 |
|
|
2019
Q3 | $500K | Buy |
9,873
+2,771
| +39% | +$141K | 0.09% | 184 |
|
|
2019
Q2 | $356K | Buy |
7,102
+2,500
| +54% | +$124K | 0.07% | 208 |
|
|
2019
Q1 | $227K | Buy |
+4,602
| New | +$223K | 0.05% | 269 |
|
Other funds holding TFI
IWM
