Forvis Mazars Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$454K	Hold	10,012	–	–	0.01%	298
2025 Q4	$458K	Sell	10,012 -305	-3%	-$13.9K	0.01%	298
2025 Q3	$470K	Sell	10,317 -1,983	-16%	-$88.8K	0.01%	295
2025 Q2	$549K	Sell	12,300 -625	-5%	-$27.8K	0.01%	269
2025 Q1	$583K	Sell	12,925 -5,194	-29%	-$237K	0.01%	260
2024 Q4	$827K	Sell	18,119 -1,817	-9%	-$83.8K	0.02%	246
2024 Q3	$934K	Buy	19,936 +97	+0.5%	+$4.5K	0.02%	236
2024 Q2	$908K	Sell	19,839 -11,499	-37%	-$527K	0.02%	219
2024 Q1	$1.46M	Sell	31,338 -83,639	-73%	-$3.91M	0.04%	188
2023 Q4	$5.4M	Buy	114,977 +496	+0.4%	+$22.2K	0.15%	79
2023 Q3	$5M	Buy	114,481 +1,114	+1%	+$50.6K	0.15%	82
2023 Q2	$5.23M	Sell	113,367 -3,923	-3%	-$182K	0.15%	93
2023 Q1	$5.49M	Sell	117,290 -25,799	-18%	-$1.2M	0.18%	77
2022 Q4	$6.53M	Buy	143,089 +1,852	+1%	+$83.2K	0.23%	68
2022 Q3	$6.21M	Buy	141,237 +119,222	+542%	+$5.48M	0.25%	63
2022 Q2	$1.01M	Buy	+22,015	New	+$1.02M	0.04%	185
2021 Q3	–	Sell	-11,490	Closed	-$599K	–	277
2021 Q2	$599K	Hold	11,490	–	–	0.03%	159
2021 Q1	$594K	Hold	11,490	–	–	0.03%	161
2020 Q4	$603K	Hold	11,490	–	–	0.03%	200
2020 Q3	$597K	Sell	11,490 -3,240	-22%	-$169K	0.03%	185
2020 Q2	$761K	Sell	14,730 -540	-4%	-$27.5K	0.05%	151
2020 Q1	$764K	Hold	15,270	–	–	0.06%	132
2019 Q4	$772K	Hold	15,270	–	–	0.06%	140
2019 Q3	$774K	Hold	15,270	–	–	0.06%	123
2019 Q2	$766K	Hold	15,270	–	–	0.06%	124
2019 Q1	$753K	Sell	15,270 -39,577	-72%	-$1.92M	0.06%	124
2018 Q4	$2.64M	Buy	+54,847	New	+$2.6M	0.27%	48
2016 Q2	–	Sell	-4,627	Closed	-$228K	–	197
2016 Q1	$228K	Sell	4,627 -752	-14%	-$37K	0.04%	166
2015 Q4	$262K	Hold	5,379	–	–	0.04%	155
2015 Q3	$259K	Hold	5,379	–	–	0.05%	152
2015 Q2	$255K	Sell	5,379 -532	-9%	-$25.4K	0.04%	154
2015 Q1	$286K	Buy	+5,911	New	+$287K	0.04%	151