Evensky & Katz’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
2026 Q1	$2.84M	Buy	62,591 +2,131	+4%	+$97.8K	0.16%	39
2025 Q4	$2.76M	Buy	60,460 +1,231	+2%	+$56.3K	0.16%	39
2025 Q3	$2.7M	Buy	59,229 +9,837	+20%	+$441K	0.16%	39
2025 Q2	$2.21M	Sell	49,392 -6,993	-12%	-$311K	0.13%	39
2025 Q1	$2.54M	Sell	56,385 -2,568	-4%	-$117K	0.17%	39
2024 Q4	$2.69M	Buy	58,953 +1,820	+3%	+$83.9K	0.18%	39
2024 Q3	$2.68M	Sell	57,133 -7,592	-12%	-$352K	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%	+$333K	0.24%	33
2023 Q4	$3.05M	Buy	64,805 +22,451	+53%	+$1.01M	0.23%	35
2023 Q3	$1.85M	Buy	42,354 +6,782	+19%	+$308K	0.16%	38
2023 Q2	$1.64M	Buy	35,572 +7,307	+26%	+$338K	0.12%	42
2023 Q1	$1.32M	Buy	28,265 +4,307	+18%	+$200K	0.11%	45
2022 Q4	$1.09M	Buy	23,958 +9,038	+61%	+$406K	0.1%	49
2022 Q3	$656K	Sell	14,920 -10,452	-41%	-$481K	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%	+$502K	0.26%	30
2021 Q4	$2.27M	Buy	43,980 +717	+2%	+$37K	0.22%	35
2021 Q3	$2.23M	Buy	43,263 +3,965	+10%	+$207K	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%	+$401K	0.19%	34
2020 Q4	$1.38M	Buy	26,195 +764	+3%	+$39.8K	0.17%	37
2020 Q3	$1.32M	Buy	25,431 +14,618	+135%	+$762K	0.18%	37
2020 Q2	$559K	Sell	10,813 -11,454	-51%	-$583K	0.08%	49
2020 Q1	$1.11M	Buy	22,267 +15,789	+244%	+$802K	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%	-$19.3K	0.04%	72
2019 Q1	$320K	Buy	+6,502	New	+$316K	0.04%	67