Gradient Investments’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Gradient Investments’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 Q2	$1.49M	Buy	32,498 +1,106	+4%	+$50.4K	0.02%	292
2026 Q1	$1.42M	Sell	31,392 -16,069	-34%	-$737K	0.02%	282
2025 Q4	$2.17M	Buy	47,461 +2,942	+7%	+$135K	0.03%	193
2025 Q3	$2.03M	Buy	44,519 +22,399	+101%	+$1M	0.03%	194
2025 Q2	$988K	Buy	22,120 +2,039	+10%	+$90.6K	0.02%	231
2025 Q1	$905K	Buy	20,081 +1,381	+7%	+$63K	0.02%	202
2024 Q4	$853K	Sell	18,700 -2,291	-11%	-$106K	0.02%	196
2024 Q3	$983K	Buy	20,991 +872	+4%	+$40.4K	0.02%	183
2024 Q2	$920K	Buy	20,119 +234	+1%	+$10.7K	0.02%	190
2024 Q1	$924K	Buy	19,885 +241	+1%	+$11.3K	0.02%	186
2023 Q4	$923K	Sell	19,644 -234	-1%	-$10.5K	0.02%	194
2023 Q3	$869K	Buy	19,878 +4,264	+27%	+$194K	0.02%	181
2023 Q2	$721K	Buy	+15,614	New	+$723K	0.02%	195
2022 Q3	–	Sell	-10,544	Closed	-$484K	–	1537
2022 Q2	$484K	Sell	10,544 -6,120	-37%	-$283K	0.01%	219
2022 Q1	$798K	Sell	16,664 -98	-0.6%	-$4.88K	0.02%	187
2021 Q4	$867K	Sell	16,762 -14,440	-46%	-$745K	0.02%	176
2021 Q3	$1.61M	Buy	31,202 +1,763	+6%	+$91.9K	0.05%	165
2021 Q2	$1.53M	Buy	29,439 +1,715	+6%	+$89.2K	0.04%	166
2021 Q1	$1.43M	Buy	27,724 +2,713	+11%	+$141K	0.05%	171
2020 Q4	$1.3M	Sell	25,011 -916	-4%	-$47.7K	0.06%	144
2020 Q3	$1.35M	Buy	25,927 +8,911	+52%	+$465K	0.06%	144
2020 Q2	$879K	Buy	17,016 +9,988	+142%	+$509K	0.04%	163
2020 Q1	$351K	Sell	7,028 -317	-4%	-$16.1K	0.02%	207
2019 Q4	$372K	Sell	7,345 -104	-1%	-$5.26K	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%	+$102K	0.02%	229
2019 Q1	$261K	Sell	5,298 -3,502	-40%	-$170K	0.02%	232
2018 Q4	$423K	Sell	8,800 -293	-3%	-$13.9K	0.03%	190
2018 Q3	$432K	Buy	9,093 +60	+0.7%	+$2.87K	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%	-$75.7K	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%	-$322K	0.05%	112
2016 Q4	$1.01M	Buy	21,201 +2,159	+11%	+$105K	0.09%	98
2016 Q3	$954K	Buy	19,042 +5,052	+36%	+$254K	0.09%	98
2016 Q2	$708K	Buy	13,990 +4,781	+52%	+$238K	0.08%	104
2016 Q1	$454K	Buy	9,209 +1,417	+18%	+$69.7K	0.06%	109
2015 Q4	$380K	Buy	7,792 +2,137	+38%	+$103K	0.05%	140
2015 Q3	$273K	Buy	5,655 +346	+7%	+$16.5K	0.04%	160
2015 Q2	$252K	Buy	5,309 +1,883	+55%	+$89.8K	0.03%	163
2015 Q1	$166K	Buy	3,426 +575	+20%	+$27.9K	0.02%	173
2014 Q4	$138K	Buy	2,851 +137	+5%	+$6.6K	0.02%	173
2014 Q3	$130K	Sell	2,714 -261	-9%	-$12.4K	0.02%	169
2014 Q2	$141K	Sell	2,975 -926	-24%	-$43.6K	0.03%	167
2014 Q1	$181K	Sell	3,901 -269	-6%	-$12.4K	0.04%	158
2013 Q4	$188K	Sell	4,170 -1,071	-20%	-$48.8K	0.05%	162
2013 Q3	$239K	Sell	5,241 -2,065	-28%	-$92.7K	0.08%	103
2013 Q2	$334K	Buy	+7,306	New	+$348K	0.13%	101