HHM Wealth Advisors’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 | $3.92M | Buy |
87,759
+9,778
| +13% | +$437K | 0.47% | 20 |
|
|
2025
Q1 | $3.51M | Buy |
77,981
+5,986
| +8% | +$270K | 0.47% | 19 |
|
|
2024
Q4 | $3.28M | Buy |
71,995
+11,346
| +19% | +$518K | 0.45% | 20 |
|
|
2024
Q3 | $2.84M | Sell |
60,649
-625
| -1% | -$29.3K | 0.4% | 20 |
|
|
2024
Q2 | $2.8M | Sell |
61,274
-5,630
| -8% | -$258K | 0.42% | 19 |
|
|
2024
Q1 | $3.11M | Buy |
66,904
+1,083
| +2% | +$50.3K | 0.51% | 17 |
|
|
2023
Q4 | $3.09M | Buy |
65,821
+4,956
| +8% | +$233K | 0.54% | 16 |
|
|
2023
Q3 | $2.66M | Sell |
60,865
-3,487
| -5% | -$152K | 0.52% | 18 |
|
|
2023
Q2 | $2.97M | Sell |
64,352
-6,981
| -10% | -$322K | 0.56% | 18 |
|
|
2023
Q1 | $3.34M | Sell |
71,333
-3,319
| -4% | -$155K | 0.68% | 16 |
|
|
2022
Q4 | $3.41M | Buy |
74,652
+22,426
| +43% | +$1.02M | 0.78% | 17 |
|
|
2022
Q3 | $2.3M | Sell |
52,226
-12,455
| -19% | -$548K | 0.6% | 19 |
|
|
2022
Q2 | $2.97M | Buy |
64,681
+9,454
| +17% | +$434K | 0.76% | 16 |
|
|
2022
Q1 | $2.64M | Sell |
55,227
-2,894
| -5% | -$139K | 0.62% | 21 |
|
|
2021
Q4 | $3.01M | Buy |
58,121
+651
| +1% | +$33.7K | 0.73% | 17 |
|
|
2021
Q3 | $2.96M | Buy |
57,470
+2,427
| +4% | +$125K | 0.81% | 16 |
|
|
2021
Q2 | $2.87M | Buy |
55,043
+1,087
| +2% | +$56.6K | 0.78% | 17 |
|
|
2021
Q1 | $2.79M | Buy |
53,956
+6,174
| +13% | +$319K | 0.86% | 16 |
|
|
2020
Q4 | $2.51M | Buy |
47,782
+8,880
| +23% | +$466K | 0.86% | 16 |
|
|
2020
Q3 | $2.02M | Buy |
38,902
+11,942
| +44% | +$620K | 0.81% | 17 |
|
|
2020
Q2 | $1.39M | Buy |
26,960
+5,070
| +23% | +$262K | 0.58% | 19 |
|
|
2020
Q1 | $1.1M | Buy |
21,890
+4,460
| +26% | +$223K | 0.53% | 20 |
|
|
2019
Q4 | $856K | Buy |
17,430
+9,470
| +119% | +$465K | 0.41% | 27 |
|
|
2019
Q3 | $403K | Sell |
7,960
-1,545
| -16% | -$78.2K | 0.23% | 47 |
|
|
2019
Q2 | $477K | Buy |
9,505
+2,790
| +42% | +$140K | 0.28% | 35 |
|
|
2019
Q1 | $331K | Buy |
6,715
+930
| +16% | +$45.8K | 0.21% | 43 |
|
|
2018
Q4 | $278K | Buy |
+5,785
| New | +$278K | 0.2% | 41 |
|