Oakwell Private Wealth Management’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
2025
Q3
$205K Sell
2025
Q2
$233K Buy
2023
Q4
Sell
2023
Q3
$450K Sell
2023
Q2
$508K Buy
2023
Q1
$457K Buy
2022
Q4
$386K Sell
2022
Q3
$642K Buy
2022
Q2
$576K Buy
2022
Q1
$247K Sell
2021
Q4
$283K Sell
2021
Q3
$297K Sell
2021
Q2
$302K Sell
2021
Q1
$344K Buy
2020
Q4
$349K Buy