Moser Wealth 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 | $1.63M | Buy |
36,440
+1,000
| +3% | +$44.7K | 0.78% | 27 |
|
|
2025
Q1 | $1.6M | Buy |
35,440
+400
| +1% | +$18K | 0.84% | 28 |
|
|
2024
Q4 | $1.6M | Sell |
35,040
-1,850
| -5% | -$84.4K | 0.83% | 28 |
|
|
2024
Q3 | $1.73M | Sell |
36,890
-1,300
| -3% | -$60.9K | 0.9% | 27 |
|
|
2024
Q2 | $1.75M | Sell |
38,190
-500
| -1% | -$22.9K | 0.95% | 27 |
|
|
2024
Q1 | $1.8M | Hold |
38,690
| – | – | 1% | 25 |
|
|
2023
Q4 | $1.82M | Sell |
38,690
-100
| -0.3% | -$4.7K | 1.16% | 22 |
|
|
2023
Q3 | $1.7M | Sell |
38,790
-1,200
| -3% | -$52.4K | 1.19% | 23 |
|
|
2023
Q2 | $1.85M | Buy |
+39,990
| New | +$1.85M | 1.24% | 21 |
|
|
2022
Q4 | $1.96M | Sell |
42,950
-3,217
| -7% | -$147K | 1.48% | 19 |
|
|
2022
Q3 | $2.03M | Buy |
46,167
+4,517
| +11% | +$199K | 1.59% | 15 |
|
|
2022
Q2 | $1.91M | Hold |
41,650
| – | – | 1.42% | 19 |
|
|
2022
Q1 | $1.99M | Sell |
41,650
-150
| -0.4% | -$7.18K | 1.25% | 22 |
|
|
2021
Q4 | $2.16M | Sell |
41,800
-900
| -2% | -$46.6K | 1.31% | 22 |
|
|
2021
Q3 | $2.2M | Hold |
42,700
| – | – | 1.41% | 18 |
|
|
2021
Q2 | $2.23M | Buy |
42,700
+4,200
| +11% | +$219K | 1.43% | 17 |
|
|
2021
Q1 | $1.99M | Buy |
38,500
+2,000
| +5% | +$103K | 1.4% | 18 |
|
|
2020
Q4 | $1.92M | Buy |
36,500
+2,750
| +8% | +$144K | 1.41% | 18 |
|
|
2020
Q3 | $1.75M | Buy |
33,750
+4,238
| +14% | +$220K | 1.39% | 16 |
|
|
2020
Q2 | $1.53M | Buy |
29,512
+500
| +2% | +$25.8K | 1.45% | 17 |
|
|
2020
Q1 | $1.45M | Sell |
29,012
-200
| -0.7% | -$10K | 1.69% | 15 |
|
|
2019
Q4 | $1.48M | Buy |
+29,212
| New | +$1.48M | 1.42% | 16 |
|