Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.3M | Buy |
28,332
+850
| +3% | +$38.9K | 0.02% | 574 |
|
|
2025
Q3 | $1.25M | Sell |
27,482
-5,180
| -16% | -$232K | 0.03% | 484 |
|
|
2025
Q2 | $1.46M | Buy |
+32,662
| New | +$1.45M | 0.04% | 406 |
|
|
2024
Q4 | $1.32M | Buy |
29,016
+4,228
| +17% | +$195K | 0.04% | 390 |
|
|
2024
Q3 | $1.16M | Buy |
24,788
+3,566
| +17% | +$165K | 0.04% | 411 |
|
|
2024
Q2 | $971K | Buy |
21,222
+6,030
| +40% | +$276K | 0.03% | 431 |
|
|
2024
Q1 | $706K | Buy |
15,192
+6,528
| +75% | +$305K | 0.03% | 445 |
|
|
2023
Q4 | $406K | Buy |
8,664
+4,643
| +115% | +$208K | 0.02% | 539 |
|
|
2023
Q3 | $174K | Buy |
4,021
+5
| +0.1% | +$227 | 0.01% | 722 |
|
|
2023
Q2 | $185K | Buy |
4,016
+24
| +0.6% | +$1.11K | 0.01% | 720 |
|
|
2023
Q1 | $186K | Sell |
3,992
-74
| -2% | -$3.43K | 0.01% | 699 |
|
|
2022
Q4 | $185K | Buy |
4,066
+1,550
| +62% | +$69.6K | 0.01% | 611 |
|
|
2022
Q3 | $110K | Buy |
2,516
+1,044
| +71% | +$48K | 0.01% | 747 |
|
|
2022
Q2 | $68K | Buy |
1,472
+50
| +4% | +$2.31K | 0.01% | 883 |
|
|
2022
Q1 | $65K | Buy |
+1,422
| New | +$70.9K | 0.01% | 893 |
|
|
2021
Q4 | – | Sell |
-985
| Closed | -$51K | – | 1638 |
|
|
2021
Q3 | $51K | Hold |
985
| – | – | 0.01% | 848 |
|
|
2021
Q2 | $51K | Hold |
985
| – | – | 0.01% | 843 |
|
|
2021
Q1 | $51K | Hold |
985
| – | – | 0.01% | 793 |
|
|
2020
Q4 | $52K | Hold |
985
| – | – | 0.01% | 718 |
|
|
2020
Q3 | $51K | Hold |
985
| – | – | 0.01% | 637 |
|
|
2020
Q2 | $51K | Buy |
+985
| New | +$50.2K | 0.01% | 637 |
|
|
2019
Q4 | – | Sell |
-6,098
| Closed | -$309K | – | 1697 |
|
|
2019
Q3 | $309K | Buy |
6,098
+1,336
| +28% | +$67.8K | 0.05% | 293 |
|
|
2019
Q2 | $239K | Buy |
4,762
+1,677
| +54% | +$83.3K | 0.05% | 315 |
|
|
2019
Q1 | $152K | Sell |
3,085
-78,908
| -96% | -$3.83M | 0.04% | 339 |
|
|
2018
Q4 | $3.95M | Buy |
81,993
+80,516
| +5,451% | +$3.81M | 1.01% | 18 |
|
|
2018
Q3 | $70K | Buy |
1,477
+338
| +30% | +$16.2K | 0.02% | 486 |
|
|
2018
Q2 | $55K | Buy |
1,139
+133
| +13% | +$6.36K | 0.01% | 520 |
|
|
2018
Q1 | $48K | Buy |
1,006
+646
| +179% | +$31.1K | 0.01% | 535 |
|
|
2017
Q4 | $18K | Hold |
360
| – | – | ﹤0.01% | 756 |
|
|
2017
Q3 | $18K | Hold |
360
| – | – | 0.01% | 683 |
|
|
2017
Q2 | $18K | Buy |
+360
| New | +$17.5K | 0.01% | 631 |
|
Other funds holding TFI
IWM
