Evensky & Katz’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 | $2.21M | Sell |
49,392
-6,993
| -12% | -$312K | 0.13% | 39 |
|
|
2025
Q1 | $2.54M | Sell |
56,385
-2,568
| -4% | -$116K | 0.17% | 39 |
|
|
2024
Q4 | $2.69M | Buy |
58,953
+1,820
| +3% | +$83K | 0.18% | 39 |
|
|
2024
Q3 | $2.68M | Sell |
57,133
-7,592
| -12% | -$356K | 0.17% | 39 |
|
|
2024
Q2 | $2.96M | Sell |
64,725
-7,209
| -10% | -$330K | 0.21% | 37 |
|
|
2024
Q1 | $3.34M | Buy |
71,934
+7,129
| +11% | +$331K | 0.24% | 33 |
|
|
2023
Q4 | $3.05M | Buy |
64,805
+22,451
| +53% | +$1.06M | 0.23% | 35 |
|
|
2023
Q3 | $1.85M | Buy |
42,354
+6,782
| +19% | +$296K | 0.16% | 38 |
|
|
2023
Q2 | $1.64M | Buy |
35,572
+7,307
| +26% | +$337K | 0.12% | 42 |
|
|
2023
Q1 | $1.32M | Buy |
28,265
+4,307
| +18% | +$202K | 0.11% | 45 |
|
|
2022
Q4 | $1.09M | Buy |
23,958
+9,038
| +61% | +$412K | 0.1% | 49 |
|
|
2022
Q3 | $656K | Sell |
14,920
-10,452
| -41% | -$460K | 0.08% | 54 |
|
|
2022
Q2 | $1.16M | Sell |
25,372
-28,682
| -53% | -$1.32M | 0.13% | 43 |
|
|
2022
Q1 | $2.59M | Buy |
54,054
+10,074
| +23% | +$482K | 0.26% | 30 |
|
|
2021
Q4 | $2.28M | Buy |
43,980
+717
| +2% | +$37.1K | 0.22% | 35 |
|
|
2021
Q3 | $2.23M | Buy |
43,263
+3,965
| +10% | +$204K | 0.23% | 31 |
|
|
2021
Q2 | $2.05M | Buy |
39,298
+5,393
| +16% | +$281K | 0.21% | 34 |
|
|
2021
Q1 | $1.75M | Buy |
33,905
+7,710
| +29% | +$398K | 0.19% | 34 |
|
|
2020
Q4 | $1.38M | Buy |
26,195
+764
| +3% | +$40.1K | 0.17% | 37 |
|
|
2020
Q3 | $1.32M | Buy |
25,431
+14,618
| +135% | +$759K | 0.18% | 37 |
|
|
2020
Q2 | $559K | Sell |
10,813
-11,454
| -51% | -$592K | 0.08% | 49 |
|
|
2020
Q1 | $1.11M | Buy |
22,267
+15,789
| +244% | +$789K | 0.18% | 40 |
|
|
2019
Q4 | $327K | Buy |
6,478
+56
| +0.9% | +$2.83K | 0.05% | 61 |
|
|
2019
Q3 | $326K | Buy |
6,422
+308
| +5% | +$15.6K | 0.04% | 69 |
|
|
2019
Q2 | $307K | Sell |
6,114
-388
| -6% | -$19.5K | 0.04% | 72 |
|
|
2019
Q1 | $320K | Buy |
+6,502
| New | +$320K | 0.04% | 67 |
|