OneDigital Investment 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 | $403K | Sell |
9,014
-3,217
| -26% | -$144K | ﹤0.01% | 998 |
|
|
2025
Q1 | $551K | Sell |
12,231
-471
| -4% | -$21.2K | 0.01% | 823 |
|
|
2024
Q4 | $579K | Buy |
12,702
+447
| +4% | +$20.4K | 0.01% | 829 |
|
|
2024
Q3 | $574K | Sell |
12,255
-2,071
| -14% | -$97K | 0.01% | 889 |
|
|
2024
Q2 | $655K | Buy |
14,326
+7,328
| +105% | +$335K | 0.01% | 783 |
|
|
2024
Q1 | $325K | Sell |
6,998
-4,633
| -40% | -$215K | 0.01% | 884 |
|
|
2023
Q4 | $547K | Sell |
11,631
-362
| -3% | -$17K | 0.01% | 681 |
|
|
2023
Q3 | $524K | Sell |
11,993
-82,859
| -87% | -$3.62M | 0.01% | 621 |
|
|
2023
Q2 | $4.38M | Buy |
94,852
+30,142
| +47% | +$1.39M | 0.1% | 165 |
|
|
2023
Q1 | $3.03M | Buy |
64,710
+11,491
| +22% | +$538K | 0.07% | 208 |
|
|
2022
Q4 | $2.43M | Buy |
53,219
+8,439
| +19% | +$385K | 0.07% | 226 |
|
|
2022
Q3 | $1.97M | Buy |
+44,780
| New | +$1.97M | 0.07% | 191 |
|