Investment Planning 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	$395K	Sell	8,835 -624	-7%	-$27.9K	0.14%	60
2025 Q1	$426K	Buy	9,459 +772	+9%	+$34.8K	0.17%	52
2024 Q4	$396K	Buy	8,687 +674	+8%	+$30.7K	0.17%	50
2024 Q3	$367K	Hold	8,013	–	–	0.19%	51
2024 Q2	$367K	Buy	+8,013	New	+$367K	0.19%	51