Geneos Wealth Management’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 | – | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $289K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.37K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $35K | Hold |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $36K | Buy |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $69K | Buy |
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|
2016
Q3 | $13K | Sell |
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|
2016
Q2 | $25K | Sell |
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|
2016
Q1 | $79K | Buy |
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