LGT Financial 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 | – | Sell |
-304
| Closed | -$13.7K | – | 629 |
|
|
2025
Q1 | $13.7K | Sell |
304
-825
| -73% | -$37.2K | 0.04% | 166 |
|
|
2024
Q4 | $51.5K | Buy |
1,129
+741
| +191% | +$33.8K | 0.11% | 143 |
|
|
2024
Q3 | $18.2K | Buy |
388
+3
| +0.8% | +$141 | 0.04% | 301 |
|
|
2024
Q2 | $17.6K | Sell |
385
-2,746
| -88% | -$126K | 0.04% | 332 |
|
|
2024
Q1 | $146K | Sell |
3,131
-1
| -0% | -$46 | 0.17% | 143 |
|
|
2023
Q4 | $147K | Sell |
3,132
-370
| -11% | -$17.4K | 0.18% | 133 |
|
|
2023
Q3 | $153K | Sell |
3,502
-1,499
| -30% | -$65.5K | 0.19% | 115 |
|
|
2023
Q2 | $231K | Buy |
+5,001
| New | +$231K | 0.25% | 105 |
|