Oakwell Private Wealth Management’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 | $233K | Buy |
+5,214
| New | +$233K | 0.05% | 68 |
|
|
2023
Q4 | – | Sell |
-10,299
| Closed | -$450K | – | 63 |
|
|
2023
Q3 | $450K | Sell |
10,299
-711
| -6% | -$31.1K | 0.19% | 42 |
|
|
2023
Q2 | $508K | Buy |
11,010
+1,252
| +13% | +$57.8K | 0.21% | 39 |
|
|
2023
Q1 | $457K | Buy |
9,758
+1,299
| +15% | +$60.8K | 0.21% | 42 |
|
|
2022
Q4 | $386K | Sell |
8,459
-6,137
| -42% | -$280K | 0.18% | 43 |
|
|
2022
Q3 | $642K | Buy |
14,596
+2,042
| +16% | +$89.8K | 0.36% | 33 |
|
|
2022
Q2 | $576K | Buy |
12,554
+7,386
| +143% | +$339K | 0.33% | 36 |
|
|
2022
Q1 | $247K | Sell |
5,168
-302
| -6% | -$14.4K | 0.12% | 55 |
|
|
2021
Q4 | $283K | Sell |
5,470
-283
| -5% | -$14.6K | 0.14% | 54 |
|
|
2021
Q3 | $297K | Sell |
5,753
-48
| -0.8% | -$2.48K | 0.16% | 53 |
|
|
2021
Q2 | $302K | Sell |
5,801
-860
| -13% | -$44.8K | 0.19% | 51 |
|
|
2021
Q1 | $344K | Buy |
6,661
+6
| +0.1% | +$310 | 0.24% | 49 |
|
|
2020
Q4 | $349K | Buy |
+6,655
| New | +$349K | 0.27% | 48 |
|