One 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 | $812K | Sell |
18,178
-16,425
| -47% | -$734K | 0.11% | 106 |
|
|
2025
Q1 | $1.56M | Sell |
34,603
-589
| -2% | -$26.5K | 0.23% | 72 |
|
|
2024
Q4 | $1.61M | Sell |
35,192
-4
| -0% | -$182 | 0.24% | 65 |
|
|
2024
Q3 | $1.65M | Buy |
+35,196
| New | +$1.65M | 0.25% | 57 |
|
|
2024
Q2 | – | Sell |
-35,205
| Closed | -$1.64M | – | 269 |
|
|
2024
Q1 | $1.64M | Hold |
35,205
| – | – | 0.28% | 57 |
|
|
2023
Q4 | $1.65M | Sell |
35,205
-3,862
| -10% | -$182K | 0.32% | 51 |
|
|
2023
Q3 | $1.71M | Sell |
39,067
-335,373
| -90% | -$14.7M | 0.38% | 49 |
|
|
2023
Q2 | $17.3M | Buy |
374,440
+101,371
| +37% | +$4.68M | 3.64% | 6 |
|
|
2023
Q1 | $12.8M | Buy |
273,069
+3,476
| +1% | +$163K | 2.95% | 7 |
|
|
2022
Q4 | $12.3M | Buy |
+269,593
| New | +$12.3M | 2.81% | 5 |
|
|
2022
Q3 | – | Sell |
-106,051
| Closed | -$4.86M | – | 213 |
|
|
2022
Q2 | $4.86M | Sell |
106,051
-17,929
| -14% | -$822K | 1.3% | 22 |
|
|
2022
Q1 | $5.94M | Buy |
123,980
+33,331
| +37% | +$1.6M | 1.45% | 18 |
|
|
2021
Q4 | $4.69M | Buy |
90,649
+19,041
| +27% | +$985K | 1.19% | 23 |
|
|
2021
Q3 | $3.69M | Sell |
71,608
-2,065
| -3% | -$106K | 1.08% | 22 |
|
|
2021
Q2 | $3.84M | Buy |
73,673
+3,736
| +5% | +$195K | 1.22% | 19 |
|
|
2021
Q1 | $3.61M | Buy |
+69,937
| New | +$3.61M | 1.39% | 15 |
|