Plante Moran Financial 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 | $10.9K | Buy |
+244
| New | +$10.9K | ﹤0.01% | 550 |
|
|
2024
Q2 | – | Sell |
-92
| Closed | -$4.28K | – | 895 |
|
|
2024
Q1 | $4.28K | Buy |
+92
| New | +$4.28K | ﹤0.01% | 701 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 896 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 941 |
|
|
2022
Q3 | – | Sell |
-1,833
| Closed | -$84K | – | 1073 |
|
|
2022
Q2 | $84K | Buy |
+1,833
| New | +$84K | 0.01% | 237 |
|
|
2016
Q1 | – | Sell |
-458
| Closed | -$22K | – | 1026 |
|
|
2015
Q4 | $22K | Buy |
+458
| New | +$22K | 0.02% | 434 |
|