Forvis Mazars Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $549K | Sell |
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2025
Q1 | $583K | Sell |
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|
2024
Q4 | $827K | Sell |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $908K | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $5.4M | Buy |
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|
2023
Q3 | $5M | Buy |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $5.49M | Sell |
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|
2022
Q4 | $6.53M | Buy |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $594K | Hold |
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|
2020
Q4 | $603K | Hold |
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|
2020
Q3 | $597K | Sell |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $764K | Hold |
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|
2019
Q4 | $772K | Hold |
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|
2019
Q3 | $774K | Hold |
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|
2019
Q2 | $766K | Hold |
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|
2019
Q1 | $753K | Sell |
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|
2018
Q4 | $2.64M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $262K | Hold |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $255K | Sell |
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|
2015
Q1 | $286K | Buy |
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