IWC
Integrated Wealth Concepts’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
24,203
+931
| +4% | +$41.6K | 0.01% | 879 |
|
|
2025
Q1 | $1.05M | Sell |
23,272
-5,172
| -18% | -$233K | 0.01% | 806 |
|
|
2024
Q4 | $1.3M | Buy |
28,444
+8,187
| +40% | +$373K | 0.02% | 715 |
|
|
2024
Q3 | $949K | Buy |
20,257
+160
| +0.8% | +$7.49K | 0.01% | 824 |
|
|
2024
Q2 | $919K | Sell |
20,097
-8,076
| -29% | -$369K | 0.01% | 799 |
|
|
2024
Q1 | $1.31M | Buy |
28,173
+958
| +4% | +$44.5K | 0.02% | 657 |
|
|
2023
Q4 | $1.28M | Sell |
27,215
-2,564
| -9% | -$121K | 0.02% | 627 |
|
|
2023
Q3 | $1.3M | Sell |
29,779
-67,998
| -70% | -$2.97M | 0.02% | 583 |
|
|
2023
Q2 | $4.51M | Sell |
97,777
-739,392
| -88% | -$34.1M | 0.08% | 251 |
|
|
2023
Q1 | $39.2M | Buy |
837,169
+815,954
| +3,846% | +$38.2M | 0.81% | 19 |
|
|
2022
Q4 | $968K | Sell |
21,215
-2,079
| -9% | -$94.9K | 0.03% | 482 |
|
|
2022
Q3 | $1.03M | Sell |
23,294
-8,408
| -27% | -$370K | 0.03% | 420 |
|
|
2022
Q2 | $1.45M | Buy |
31,702
+13,649
| +76% | +$626K | 0.05% | 345 |
|
|
2022
Q1 | $864K | Buy |
18,053
+753
| +4% | +$36K | 0.03% | 430 |
|
|
2021
Q4 | $895K | Buy |
17,300
+11,910
| +221% | +$616K | 0.03% | 462 |
|
|
2021
Q3 | $278K | Buy |
5,390
+52
| +1% | +$2.68K | 0.01% | 773 |
|
|
2021
Q2 | $278K | Sell |
5,338
-509
| -9% | -$26.5K | 0.01% | 679 |
|
|
2021
Q1 | $302K | Buy |
5,847
+1,599
| +38% | +$82.6K | 0.01% | 589 |
|
|
2020
Q4 | $223K | Buy |
+4,248
| New | +$223K | 0.01% | 579 |
|