JFG 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 | $1.86M | Sell |
41,630
-10,024
| -19% | -$448K | 0.39% | 19 |
|
|
2025
Q1 | $2.33M | Sell |
51,654
-1,821
| -3% | -$82.1K | 0.53% | 17 |
|
|
2024
Q4 | $2.44M | Buy |
53,475
+47,177
| +749% | +$2.15M | 0.56% | 17 |
|
|
2024
Q3 | $295K | Sell |
6,298
-62
| -1% | -$2.9K | 0.08% | 62 |
|
|
2024
Q2 | $291K | Sell |
6,360
-9,948
| -61% | -$455K | 0.08% | 46 |
|
|
2024
Q1 | $758K | Sell |
16,308
-3,507
| -18% | -$163K | 0.2% | 23 |
|
|
2023
Q4 | $931K | Buy |
19,815
+14,386
| +265% | +$676K | 0.27% | 24 |
|
|
2023
Q3 | $237K | Buy |
5,429
+16
| +0.3% | +$699 | 0.08% | 30 |
|
|
2023
Q2 | $250K | Sell |
5,413
-2,767
| -34% | -$128K | 0.08% | 31 |
|
|
2023
Q1 | $383K | Buy |
+8,180
| New | +$383K | 0.13% | 16 |
|
|
2022
Q4 | – | Sell |
-381,207
| Closed | -$16.8M | – | 47 |
|
|
2022
Q3 | $16.8M | Buy |
381,207
+376,782
| +8,515% | +$16.6M | 5.62% | 5 |
|
|
2022
Q2 | $202K | Sell |
4,425
-1,295
| -23% | -$59.1K | 0.07% | 37 |
|
|
2022
Q1 | $274K | Sell |
5,720
-6,957
| -55% | -$333K | 0.08% | 28 |
|
|
2021
Q4 | $656K | Sell |
12,677
-6,279
| -33% | -$325K | 0.25% | 16 |
|
|
2021
Q3 | $977K | Buy |
18,956
+111
| +0.6% | +$5.72K | 0.47% | 14 |
|
|
2021
Q2 | $982K | Buy |
18,845
+13,632
| +262% | +$710K | 0.43% | 12 |
|
|
2021
Q1 | $269K | Buy |
5,213
+874
| +20% | +$45.1K | 0.15% | 21 |
|
|
2020
Q4 | $227K | Buy |
4,339
+667
| +18% | +$34.9K | 0.12% | 42 |
|
|
2020
Q3 | $191K | Buy |
+3,672
| New | +$191K | 0.13% | 27 |
|
|
2019
Q1 | – | Sell |
-66,722
| Closed | -$3.21M | – | 27 |
|
|
2018
Q4 | $3.21M | Buy |
+66,722
| New | +$3.21M | 2.89% | 7 |
|