IHT Wealth Management’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 | $646K | Buy |
14,465
+2,507
| +21% | +$112K | 0.02% | 628 |
|
|
2025
Q1 | $539K | Sell |
11,958
-592
| -5% | -$26.7K | 0.02% | 650 |
|
|
2024
Q4 | $573K | Sell |
12,550
-8,945
| -42% | -$408K | 0.02% | 637 |
|
|
2024
Q3 | $1.01M | Buy |
21,495
+2,945
| +16% | +$138K | 0.03% | 500 |
|
|
2024
Q2 | $849K | Sell |
18,550
-7,461
| -29% | -$341K | 0.03% | 476 |
|
|
2024
Q1 | $1.21M | Buy |
26,011
+1,215
| +5% | +$56.5K | 0.05% | 368 |
|
|
2023
Q4 | $1.17M | Sell |
24,796
-98,493
| -80% | -$4.63M | 0.05% | 345 |
|
|
2023
Q3 | $5.39M | Buy |
123,289
+3,529
| +3% | +$154K | 0.27% | 80 |
|
|
2023
Q2 | $5.53M | Sell |
119,760
-425
| -0.4% | -$19.6K | 0.29% | 73 |
|
|
2023
Q1 | $5.63M | Buy |
120,185
+98,745
| +461% | +$4.62M | 0.32% | 63 |
|
|
2022
Q4 | $978K | Buy |
21,440
+13,477
| +169% | +$615K | 0.06% | 303 |
|
|
2022
Q3 | $350K | Buy |
7,963
+2,877
| +57% | +$126K | 0.03% | 565 |
|
|
2022
Q2 | $233K | Sell |
5,086
-5,837
| -53% | -$267K | 0.02% | 616 |
|
|
2022
Q1 | $523K | Sell |
10,923
-7,521
| -41% | -$360K | 0.04% | 400 |
|
|
2021
Q4 | $954K | Buy |
18,444
+201
| +1% | +$10.4K | 0.07% | 270 |
|
|
2021
Q3 | $941K | Buy |
18,243
+370
| +2% | +$19.1K | 0.08% | 260 |
|
|
2021
Q2 | $931K | Buy |
17,873
+1,095
| +7% | +$57K | 0.06% | 336 |
|
|
2021
Q1 | $867K | Buy |
16,778
+2,767
| +20% | +$143K | 0.06% | 301 |
|
|
2020
Q4 | $735K | Buy |
14,011
+1,448
| +12% | +$76K | 0.06% | 304 |
|
|
2020
Q3 | $652K | Buy |
12,563
+2,689
| +27% | +$140K | 0.07% | 280 |
|
|
2020
Q2 | $510K | Sell |
9,874
-1,672
| -14% | -$86.4K | 0.07% | 283 |
|
|
2020
Q1 | $577K | Sell |
11,546
-741
| -6% | -$37K | 0.08% | 261 |
|
|
2019
Q4 | $621K | Buy |
+12,287
| New | +$621K | 0.07% | 288 |
|
|
2018
Q2 | – | Sell |
-2,599
| Closed | -$125K | – | 1261 |
|
|
2018
Q1 | $125K | Buy |
2,599
+2,299
| +766% | +$111K | 0.03% | 434 |
|
|
2017
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q3 | $15K | Hold |
300
| – | – | 0.01% | 854 |
|
|
2017
Q2 | $1 | Hold |
300
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q1 | $14K | Hold |
300
| – | – | 0.01% | 747 |
|
|
2016
Q4 | $14K | Buy |
+300
| New | +$14K | 0.01% | 736 |
|