Mayflower 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 | $1.94M | Sell |
43,329
-41,987
| -49% | -$1.88M | 0.27% | 90 |
|
2025
Q1 | $3.85M | Sell |
85,316
-333
| -0.4% | -$15K | 0.58% | 43 |
|
2024
Q4 | $3.91M | Sell |
85,649
-16,249
| -16% | -$741K | 0.58% | 43 |
|
2024
Q3 | $4.77M | Sell |
101,898
-135
| -0.1% | -$6.32K | 0.72% | 35 |
|
2024
Q2 | $4.67M | Sell |
102,033
-225
| -0.2% | -$10.3K | 0.77% | 34 |
|
2024
Q1 | $4.75M | Sell |
102,258
-129
| -0.1% | -$6K | 0.79% | 30 |
|
2023
Q4 | $4.81M | Buy |
102,387
+67,124
| +190% | +$3.15M | 0.66% | 40 |
|
2023
Q3 | $1.54M | Sell |
35,263
-56,798
| -62% | -$2.48M | 0.23% | 92 |
|
2023
Q2 | $4.25M | Buy |
92,061
+12,849
| +16% | +$593K | 0.55% | 46 |
|
2023
Q1 | $3.71M | Buy |
79,212
+1,669
| +2% | +$78.1K | 0.49% | 48 |
|
2022
Q4 | $3.54M | Buy |
77,543
+26,307
| +51% | +$1.2M | 0.49% | 45 |
|
2022
Q3 | $2.25M | Buy |
51,236
+24,393
| +91% | +$1.07M | 0.36% | 61 |
|
2022
Q2 | $1.23M | Buy |
26,843
+17,540
| +189% | +$804K | 0.19% | 98 |
|
2022
Q1 | $445K | Buy |
9,303
+611
| +7% | +$29.2K | 0.06% | 216 |
|
2021
Q4 | $450K | Hold |
8,692
| – | – | 0.06% | 204 |
|
2021
Q3 | $447K | Hold |
8,692
| – | – | 0.06% | 204 |
|
2021
Q2 | $453K | Hold |
8,692
| – | – | 0.06% | 182 |
|
2021
Q1 | $449K | Sell |
8,692
-9
| -0.1% | -$465 | 0.07% | 178 |
|
2020
Q4 | $457K | Buy |
+8,701
| New | +$457K | 0.08% | 157 |
|