Perigon 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
Q2 | – | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $291K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Buy |
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