Linscomb Wealth’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 | $916K | Hold |
20,500
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $924K | Hold |
20,500
| – | – | 0.05% | 174 |
|
|
2024
Q4 | $935K | Hold |
20,500
| – | – | 0.05% | 172 |
|
|
2024
Q3 | $960K | Sell |
20,500
-18,046
| -47% | -$845K | 0.05% | 167 |
|
|
2024
Q2 | $1.76M | Sell |
38,546
-972
| -2% | -$44.5K | 0.09% | 138 |
|
|
2024
Q1 | $1.84M | Hold |
39,518
| – | – | 0.09% | 134 |
|
|
2023
Q4 | $1.86M | Buy |
+39,518
| New | +$1.86M | 0.1% | 133 |
|
|
2021
Q2 | – | Sell |
-4,457
| Closed | -$230K | – | 341 |
|
|
2021
Q1 | $230K | Hold |
4,457
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $234K | Hold |
4,457
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $231K | Hold |
4,457
| – | – | 0.02% | 264 |
|
|
2020
Q2 | $230K | Sell |
4,457
-708
| -14% | -$36.5K | 0.02% | 262 |
|
|
2020
Q1 | $258K | Sell |
5,165
-31
| -0.6% | -$1.55K | 0.02% | 344 |
|
|
2019
Q4 | $263K | Buy |
+5,196
| New | +$263K | 0.02% | 373 |
|