IFP 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 | $983K | Sell |
21,995
-11,255
| -34% | -$503K | 0.03% | 589 |
|
|
2025
Q1 | $1.5M | Sell |
33,250
-3,005
| -8% | -$135K | 0.05% | 434 |
|
|
2024
Q4 | $1.65M | Sell |
36,255
-118
| -0.3% | -$5.38K | 0.05% | 378 |
|
|
2024
Q3 | $1.7M | Sell |
36,373
-362
| -1% | -$17K | 0.06% | 338 |
|
|
2024
Q2 | $1.68M | Sell |
36,735
-196
| -0.5% | -$8.97K | 0.07% | 306 |
|
|
2024
Q1 | $1.72M | Sell |
36,931
-4,014
| -10% | -$187K | 0.08% | 284 |
|
|
2023
Q4 | $1.92M | Buy |
40,945
+817
| +2% | +$38.4K | 0.09% | 243 |
|
|
2023
Q3 | $1.75M | Sell |
40,128
-2,374
| -6% | -$104K | 0.08% | 266 |
|
|
2023
Q2 | $1.96M | Sell |
42,502
-1,552
| -4% | -$71.6K | 0.08% | 258 |
|
|
2023
Q1 | $2.11M | Sell |
44,054
-27,654
| -39% | -$1.33M | 0.09% | 218 |
|
|
2022
Q4 | $3.45M | Buy |
71,708
+23,648
| +49% | +$1.14M | 0.09% | 223 |
|
|
2022
Q3 | $2.31M | Sell |
48,060
-9,086
| -16% | -$436K | 0.06% | 345 |
|
|
2022
Q2 | $2.74M | Hold |
57,146
| – | – | 0.09% | 267 |
|
|
2022
Q1 | $2.74M | Buy |
57,146
+44,364
| +347% | +$2.13M | 0.09% | 267 |
|
|
2021
Q4 | $660K | Buy |
12,782
+6,994
| +121% | +$361K | 0.01% | 499 |
|
|
2021
Q3 | $299K | Buy |
5,788
+484
| +9% | +$25K | 0.01% | 744 |
|
|
2021
Q2 | $275K | Sell |
5,304
-541
| -9% | -$28.1K | 0.01% | 758 |
|
|
2021
Q1 | $303K | Buy |
5,845
+7
| +0.1% | +$363 | 0.01% | 675 |
|
|
2020
Q4 | $305K | Sell |
5,838
-2,872
| -33% | -$150K | 0.01% | 656 |
|
|
2020
Q3 | $453K | Buy |
8,710
+1
| +0% | +$52 | 0.03% | 457 |
|
|
2020
Q2 | $451K | Sell |
8,709
-764
| -8% | -$39.6K | 0.04% | 438 |
|
|
2020
Q1 | $477K | Sell |
9,473
-1,320
| -12% | -$66.5K | 0.05% | 365 |
|
|
2019
Q4 | $546K | Sell |
10,793
-3,637
| -25% | -$184K | 0.04% | 414 |
|
|
2019
Q3 | $732K | Buy |
+14,430
| New | +$732K | 0.05% | 386 |
|
|
2019
Q1 | $2K | Sell |
50
-5,733
| -99% | -$229K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $278K | Sell |
5,783
-10,700
| -65% | -$514K | 0.02% | 741 |
|
|
2018
Q3 | $783K | Buy |
16,483
+276
| +2% | +$13.1K | 0.03% | 508 |
|
|
2018
Q2 | $778K | Buy |
16,207
+1,955
| +14% | +$93.8K | 0.03% | 494 |
|
|
2018
Q1 | $698K | Hold |
14,252
| – | – | 0.03% | 501 |
|
|
2017
Q4 | $698K | Buy |
14,252
+4,144
| +41% | +$203K | 0.03% | 501 |
|
|
2017
Q3 | $494K | Sell |
10,108
-1,961
| -16% | -$95.8K | 0.02% | 697 |
|
|
2017
Q2 | $588K | Buy |
12,069
+359
| +3% | +$17.5K | 0.02% | 619 |
|
|
2017
Q1 | $561K | Buy |
11,710
+3,737
| +47% | +$179K | 0.02% | 622 |
|
|
2016
Q4 | $378K | Buy |
7,973
+6,656
| +505% | +$316K | 0.02% | 751 |
|
|
2016
Q3 | $66K | Sell |
1,317
-1,465
| -53% | -$73.4K | ﹤0.01% | 1626 |
|
|
2016
Q2 | $141K | Buy |
2,782
+2,732
| +5,464% | +$138K | 0.01% | 1154 |
|
|
2016
Q1 | $2K | Sell |
50
-1,895
| -97% | -$75.8K | ﹤0.01% | 2118 |
|
|
2015
Q4 | $95K | Buy |
+1,945
| New | +$95K | 0.01% | 1208 |
|