Idaho Trust Bank’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
$806K Sell
18,037
-313
-2% -$14K 0.29% 62
2025
Q1
$827K Hold
18,350
0.34% 61
2024
Q4
$837K Sell
18,350
-32
-0.2% -$1.46K 0.42% 42
2024
Q3
$861K Buy
18,382
+19
+0.1% +$890 0.42% 51
2024
Q2
$840K Buy
+18,363
New +$840K 0.43% 52
2024
Q1
Sell
-21,311
Closed -$1M 144
2023
Q4
$1M Buy
21,311
+1,890
+10% +$88.8K 0.58% 42
2023
Q3
$849K Buy
19,421
+601
+3% +$26.3K 0.55% 44
2023
Q2
$869K Buy
+18,820
New +$869K 0.55% 45