New Potomac Partners’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
2024 Q3	$926K	Sell	19,775 -200	-1%	-$9.27K	0.48%	54
2024 Q2	$914K	Hold	19,975	–	–	0.5%	53
2024 Q1	$928K	Hold	19,975	–	–	0.52%	55
2023 Q4	$939K	Sell	19,975 -8,390	-30%	-$376K	0.56%	54
2023 Q3	$1.24M	Sell	28,365 -29,702	-51%	-$1.35M	0.85%	47
2023 Q2	$2.68M	Sell	58,067 -930	-2%	-$43.1K	1.77%	20
2023 Q1	$2.76M	Buy	58,997 +365	+0.6%	+$16.9K	1.92%	18
2022 Q4	$2.67M	Sell	58,632 -9,130	-13%	-$410K	1.98%	17
2022 Q3	$2.98M	Buy	67,762 +62,812	+1,269%	+$2.89M	2.52%	8
2022 Q2	$227K	Sell	4,950 -62,010	-93%	-$2.86M	0.18%	61
2022 Q1	$3.21M	Buy	66,960 +6,500	+11%	+$324K	2.26%	15
2021 Q4	$3.13M	Sell	60,460 -650	-1%	-$33.5K	2.03%	22
2021 Q3	$3.15M	Buy	61,110 +12,585	+26%	+$656K	2.17%	19
2021 Q2	$2.53M	Buy	48,525 +5,000	+11%	+$260K	1.72%	25
2021 Q1	$2.25M	Buy	43,525 +250	+0.6%	+$13K	1.65%	27
2020 Q4	$2.27M	Sell	43,275 -600	-1%	-$31.2K	1.64%	29
2020 Q3	$2.28M	Buy	43,875 +11,900	+37%	+$620K	1.81%	23
2020 Q2	$1.65M	Buy	31,975 +2,225	+7%	+$113K	1.48%	33
2020 Q1	$1.49M	Sell	29,750 -200	-0.7%	-$10.2K	1.63%	29
2019 Q4	$1.51M	Hold	29,950	–	–	1.41%	35
2019 Q3	$1.52M	Sell	29,950 -500	-2%	-$25.4K	1.52%	34
2019 Q2	$1.53M	Sell	30,450 -250	-0.8%	-$12.4K	1.55%	34
2019 Q1	$1.51M	Sell	30,700 -5,800	-16%	-$282K	1.53%	33
2018 Q4	$1.76M	Buy	36,500 +2,050	+6%	+$97K	1.89%	25
2018 Q3	$1.64M	Buy	34,450 +400	+1%	+$19.2K	1.52%	37
2018 Q2	$1.63M	Sell	34,050 -300	-0.9%	-$14.4K	1.58%	35
2018 Q1	$1.65M	Buy	34,350 +100	+0.3%	+$4.81K	1.62%	33
2017 Q4	$1.68M	Buy	+34,250	New	+$1.68M	1.6%	34