Family Asset Management’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
2024
Q3
$542K Sell
11,571
-400
-3% -$18.7K 0.33% 64
2024
Q2
$548K Sell
11,971
-941
-7% -$43.1K 0.35% 63
2024
Q1
$600K Sell
12,912
-15
-0.1% -$697 0.37% 60
2023
Q4
$608K Buy
12,927
+5,465
+73% +$257K 0.41% 58
2023
Q3
$326K Sell
7,462
-10,981
-60% -$480K 0.24% 72
2023
Q2
$851K Buy
18,443
+6,435
+54% +$297K 0.58% 40
2023
Q1
$562K Sell
12,008
-1,749
-13% -$81.9K 0.41% 54
2022
Q4
$628K Buy
+13,757
New +$628K 0.52% 49