HBK Sorce Advisory’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 | $10.4M | Sell |
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|
2025
Q2 | $11M | Sell |
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2025
Q1 | $12.3M | Sell |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $20.6M | Sell |
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|
2022
Q4 | $44M | Buy |
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|
2022
Q3 | $6.92M | Buy |
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|
2022
Q2 | $6.99M | Buy |
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|
2022
Q1 | $5.81M | Buy |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | $2.46M | Hold |
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|
2021
Q2 | $2.49M | Sell |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.73M | Sell |
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|
2020
Q3 | $2.93M | Sell |
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|
2020
Q2 | $3.55M | Sell |
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|
2020
Q1 | $3.69M | Sell |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.61M | Hold |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $3.58M | Sell |
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|
2018
Q4 | $4.06M | Buy |
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|
2018
Q3 | $480K | Hold |
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|
2018
Q2 | $485K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $464K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.17M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $227K | Buy |
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