FOCUS Wealth Advisors’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 Q2	$1.06M	Buy	23,220 +51	+0.2%	+$2.32K	0.49%	41
2026 Q1	$1.05M	Sell	23,169 -566	-2%	-$26K	0.51%	39
2025 Q4	$1.08M	Buy	23,735 +1,163	+5%	+$53.2K	0.5%	39
2025 Q3	$1.03M	Buy	22,572 +1,509	+7%	+$67.6K	0.49%	39
2025 Q2	$941K	Buy	21,063 +535	+3%	+$23.8K	0.49%	37
2025 Q1	$925K	Buy	20,528 +2,121	+12%	+$96.7K	0.51%	38
2024 Q4	$840K	Sell	18,407 -978	-5%	-$45.1K	0.45%	39
2024 Q3	$908K	Hold	19,385	–	–	0.45%	39
2024 Q2	$887K	Buy	19,385 +695	+4%	+$31.8K	0.46%	39
2024 Q1	$869K	Buy	18,690 +8,302	+80%	+$388K	0.47%	39
2023 Q4	$488K	Sell	10,388 -897	-8%	-$40.2K	0.31%	43
2023 Q3	$493K	Sell	11,285 -65	-0.6%	-$2.95K	0.34%	45
2023 Q2	$524K	Sell	11,350 -35	-0.3%	-$1.62K	0.35%	42
2023 Q1	$533K	Sell	11,385 -90	-0.8%	-$4.17K	0.35%	41
2022 Q4	$523K	Sell	11,475 -75	-0.6%	-$3.37K	0.36%	38
2022 Q3	$508K	Hold	11,550	–	–	0.36%	38
2022 Q2	$530K	Buy	11,550 +340	+3%	+$15.7K	0.36%	36
2022 Q1	$537K	Buy	11,210 +150	+1%	+$7.48K	0.32%	37
2021 Q4	$572K	Buy	11,060 +1,125	+11%	+$58K	0.34%	35
2021 Q3	$512K	Buy	9,935 +225	+2%	+$11.7K	0.35%	36
2021 Q2	$506K	Sell	9,710 -562	-5%	-$29.2K	0.35%	37
2021 Q1	$531K	Hold	10,272	–	–	0.39%	36
2020 Q4	$539K	Buy	+10,272	New	+$535K	0.42%	35