Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,000	Closed	-$45.7K	–	594
2025 Q4	$45.7K	Buy	+1,000	New	+$45.7K	0.01%	332
2025 Q2	–	Sell	-1,000	Closed	-$45.1K	–	613
2025 Q1	$45.1K	Hold	1,000	–	–	0.01%	323
2024 Q4	$45.6K	Hold	1,000	–	–	0.01%	322
2024 Q3	$46.8K	Hold	1,000	–	–	0.01%	320
2024 Q2	$45.8K	Sell	1,000 -1,000	-50%	-$45.8K	0.01%	302
2024 Q1	$93K	Hold	2,000	–	–	0.02%	243
2023 Q4	$94K	Sell	2,000 -2,600	-57%	-$117K	0.02%	233
2023 Q3	$201K	Sell	4,600 -2,600	-36%	-$118K	0.04%	168
2023 Q2	$332K	Hold	7,200	–	–	0.07%	135
2023 Q1	$337K	Buy	7,200 +200	+3%	+$9.27K	0.07%	134
2022 Q4	$319K	Buy	7,000 +1,305	+23%	+$58.6K	0.07%	131
2022 Q3	$251K	Sell	5,695 -2,225	-28%	-$102K	0.06%	138
2022 Q2	$363K	Sell	7,920 -21,330	-73%	-$985K	0.09%	131
2022 Q1	$1.4M	Hold	29,250	–	–	0.3%	76
2021 Q4	$1.51M	Buy	29,250 +13,100	+81%	+$676K	0.32%	78
2021 Q3	$833K	Buy	16,150 +15,400	+2,053%	+$803K	0.19%	99
2021 Q2	$39K	Hold	750	–	–	0.01%	301
2021 Q1	$39K	Hold	750	–	–	0.01%	290
2020 Q4	$39K	Hold	750	–	–	0.01%	279
2020 Q3	$39K	Hold	750	–	–	0.01%	261
2020 Q2	$39K	Hold	750	–	–	0.01%	252
2020 Q1	$38K	Hold	750	–	–	0.01%	242
2019 Q4	$38K	Hold	750	–	–	0.01%	269
2019 Q3	$38K	Hold	750	–	–	0.01%	262
2019 Q2	$38K	Hold	750	–	–	0.01%	263
2019 Q1	$37K	Hold	750	–	–	0.01%	263
2018 Q4	$36K	Buy	+750	New	+$35.5K	0.01%	246