Gradient Investments’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
$988K Buy
22,120
+2,039
+10% +$91.1K 0.02% 231
2025
Q1
$905K Buy
20,081
+1,381
+7% +$62.2K 0.02% 202
2024
Q4
$853K Sell
18,700
-2,291
-11% -$105K 0.02% 196
2024
Q3
$983K Buy
20,991
+872
+4% +$40.8K 0.02% 183
2024
Q2
$920K Buy
20,119
+234
+1% +$10.7K 0.02% 190
2024
Q1
$924K Buy
19,885
+241
+1% +$11.2K 0.02% 186
2023
Q4
$923K Sell
19,644
-234
-1% -$11K 0.02% 194
2023
Q3
$869K Buy
19,878
+4,264
+27% +$186K 0.02% 181
2023
Q2
$721K Buy
+15,614
New +$721K 0.02% 195
2022
Q3
Sell
-10,544
Closed -$484K 1537
2022
Q2
$484K Sell
10,544
-6,120
-37% -$281K 0.01% 219
2022
Q1
$798K Sell
16,664
-98
-0.6% -$4.69K 0.02% 187
2021
Q4
$867K Sell
16,762
-14,440
-46% -$747K 0.02% 176
2021
Q3
$1.61M Buy
31,202
+1,763
+6% +$90.9K 0.05% 165
2021
Q2
$1.53M Buy
29,439
+1,715
+6% +$89.4K 0.04% 166
2021
Q1
$1.43M Buy
27,724
+2,713
+11% +$140K 0.05% 171
2020
Q4
$1.3M Sell
25,011
-916
-4% -$47.6K 0.06% 144
2020
Q3
$1.35M Buy
25,927
+8,911
+52% +$463K 0.06% 144
2020
Q2
$879K Buy
17,016
+9,988
+142% +$516K 0.04% 163
2020
Q1
$351K Sell
7,028
-317
-4% -$15.8K 0.02% 207
2019
Q4
$372K Sell
7,345
-104
-1% -$5.27K 0.02% 227
2019
Q3
$378K Buy
7,449
+104
+1% +$5.28K 0.02% 230
2019
Q2
$368K Buy
7,345
+2,047
+39% +$103K 0.02% 229
2019
Q1
$261K Sell
5,298
-3,502
-40% -$173K 0.02% 232
2018
Q4
$423K Sell
8,800
-293
-3% -$14.1K 0.03% 190
2018
Q3
$432K Buy
9,093
+60
+0.7% +$2.85K 0.02% 203
2018
Q2
$433K Sell
9,033
-612
-6% -$29.3K 0.02% 202
2018
Q1
$463K Buy
9,645
+247
+3% +$11.9K 0.03% 191
2017
Q4
$460K Sell
9,398
-676
-7% -$33.1K 0.03% 191
2017
Q3
$493K Sell
10,074
-1,543
-13% -$75.5K 0.03% 160
2017
Q2
$566K Sell
11,617
-2,836
-20% -$138K 0.04% 148
2017
Q1
$693K Sell
14,453
-6,748
-32% -$324K 0.05% 112
2016
Q4
$1.01M Buy
21,201
+2,159
+11% +$102K 0.09% 98
2016
Q3
$954K Buy
19,042
+5,052
+36% +$253K 0.09% 98
2016
Q2
$708K Buy
13,990
+4,781
+52% +$242K 0.08% 104
2016
Q1
$454K Buy
9,209
+1,417
+18% +$69.9K 0.06% 109
2015
Q4
$380K Buy
7,792
+2,137
+38% +$104K 0.05% 140
2015
Q3
$273K Buy
5,655
+346
+7% +$16.7K 0.04% 160
2015
Q2
$252K Buy
5,309
+1,883
+55% +$89.4K 0.03% 163
2015
Q1
$166K Buy
3,426
+575
+20% +$27.9K 0.02% 173
2014
Q4
$138K Buy
2,851
+137
+5% +$6.63K 0.02% 173
2014
Q3
$130K Sell
2,714
-261
-9% -$12.5K 0.02% 169
2014
Q2
$141K Sell
2,975
-926
-24% -$43.9K 0.03% 167
2014
Q1
$181K Sell
3,901
-269
-6% -$12.5K 0.04% 158
2013
Q4
$188K Sell
4,170
-1,071
-20% -$48.3K 0.05% 162
2013
Q3
$239K Sell
5,241
-2,065
-28% -$94.2K 0.08% 103
2013
Q2
$334K Buy
+7,306
New +$334K 0.13% 101