EverSource Wealth Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
6,636
| – | – | 0.01% | 673 |
|
|
2025
Q1 | $299K | Buy |
+6,636
| New | +$299K | 0.02% | 529 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2746 |
|
|
2023
Q3 | – | Sell |
-1,016
| Closed | -$46.9K | – | 2665 |
|
|
2023
Q2 | $46.9K | Buy |
1,016
+236
| +30% | +$10.9K | 0.01% | 860 |
|
|
2023
Q1 | $36.5K | Hold |
780
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $35.6K | Sell |
780
-1,425
| -65% | -$65K | 0.01% | 887 |
|
|
2022
Q3 | $97K | Buy |
2,205
+2,127
| +2,727% | +$93.6K | 0.02% | 438 |
|
|
2022
Q2 | $4K | Buy |
78
+25
| +47% | +$1.28K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1457 |
|