Icon 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 | $355K | Hold |
7,943
| – | – | 0.03% | 293 |
|
|
2025
Q1 | $358K | Hold |
7,943
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $362K | Hold |
7,943
| – | – | 0.03% | 266 |
|
|
2024
Q3 | $372K | Hold |
7,943
| – | – | 0.03% | 254 |
|
|
2024
Q2 | $367K | Hold |
7,943
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $369K | Hold |
7,943
| – | – | 0.03% | 242 |
|
|
2023
Q4 | $373K | Buy |
+7,943
| New | +$373K | 0.04% | 232 |
|
|
2022
Q4 | $323K | Hold |
7,075
| – | – | 0.04% | 241 |
|
|
2022
Q3 | $311K | Buy |
+7,075
| New | +$311K | 0.04% | 240 |
|