FOCUS Wealth Advisors’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 | $941K | Buy |
21,063
+535
| +3% | +$23.9K | 0.49% | 37 |
|
|
2025
Q1 | $925K | Buy |
20,528
+2,121
| +12% | +$95.6K | 0.51% | 38 |
|
|
2024
Q4 | $840K | Sell |
18,407
-978
| -5% | -$44.6K | 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% | +$386K | 0.47% | 39 |
|
|
2023
Q4 | $488K | Sell |
10,388
-897
| -8% | -$42.2K | 0.31% | 43 |
|
|
2023
Q3 | $493K | Sell |
11,285
-65
| -0.6% | -$2.84K | 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% | -$4.21K | 0.35% | 41 |
|
|
2022
Q4 | $523K | Sell |
11,475
-75
| -0.6% | -$3.42K | 0.36% | 38 |
|
|
2022
Q3 | $508K | Hold |
11,550
| – | – | 0.36% | 38 |
|
|
2022
Q2 | $530K | Buy |
11,550
+340
| +3% | +$15.6K | 0.36% | 36 |
|
|
2022
Q1 | $537K | Buy |
11,210
+150
| +1% | +$7.19K | 0.32% | 37 |
|
|
2021
Q4 | $572K | Buy |
11,060
+1,125
| +11% | +$58.2K | 0.34% | 35 |
|
|
2021
Q3 | $512K | Buy |
9,935
+225
| +2% | +$11.6K | 0.35% | 36 |
|
|
2021
Q2 | $506K | Sell |
9,710
-562
| -5% | -$29.3K | 0.35% | 37 |
|
|
2021
Q1 | $531K | Hold |
10,272
| – | – | 0.39% | 36 |
|
|
2020
Q4 | $539K | Buy |
+10,272
| New | +$539K | 0.42% | 35 |
|