Linscomb Wealth’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	$750K	Sell	16,532 -2,154	-12%	-$98.8K	0.03%	216
2025 Q4	$854K	Sell	18,686 -1,598	-8%	-$73.1K	0.04%	187
2025 Q3	$924K	Sell	20,284 -216	-1%	-$9.68K	0.04%	182
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%	-$837K	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	+$1.77M	0.1%	133
2021 Q2	–	Sell	-4,457	Closed	-$230K	–	346
2021 Q1	$230K	Hold	4,457	–	–	0.01%	306
2020 Q4	$234K	Hold	4,457	–	–	0.01%	284
2020 Q3	$231K	Hold	4,457	–	–	0.02%	269
2020 Q2	$230K	Sell	4,457 -708	-14%	-$36.1K	0.02%	264
2020 Q1	$258K	Sell	5,165 -31	-0.6%	-$1.57K	0.02%	346
2019 Q4	$263K	Buy	+5,196	New	+$263K	0.02%	373