Keebeck Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.65M	Buy	168,742 +93,463	+124%	+$4.29M	0.86%	25
2025 Q4	$3.44M	Sell	75,279 -1,430	-2%	-$65.4K	0.4%	73
2025 Q3	$3.5M	Buy	76,709 +21,294	+38%	+$954K	0.41%	69
2025 Q2	$2.48M	Buy	55,415 +27,177	+96%	+$1.21M	0.32%	82
2025 Q1	$1.27M	Buy	28,238 +11,126	+65%	+$507K	0.19%	116
2024 Q4	$781K	Buy	17,112 +814	+5%	+$37.5K	0.11%	142
2024 Q3	$763K	Sell	16,298 -14	-0.1%	-$649	0.11%	141
2024 Q2	$746K	Sell	16,312 -12,460	-43%	-$571K	0.11%	143
2024 Q1	$1.34M	Sell	28,772 -1	-0%	-$47	0.2%	122
2023 Q4	$1.35M	Sell	28,773 -5,621	-16%	-$252K	0.22%	110
2023 Q3	$1.5M	Sell	34,394 -59,053	-63%	-$2.68M	0.26%	93
2023 Q2	$4.31M	Buy	93,447 +52,709	+129%	+$2.44M	0.59%	50
2023 Q1	$1.91M	Sell	40,738 -568	-1%	-$26.3K	0.31%	84
2022 Q4	$1.88M	Sell	41,306 -2,573	-6%	-$116K	0.33%	73
2022 Q3	$1.93M	Sell	43,879 -162,077	-79%	-$7.45M	0.37%	65
2022 Q2	$9.45M	Buy	+205,956	New	+$9.51M	1.81%	13