SAG
SageView Advisory Group’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,554
| Closed | -$205K | – | 640 |
|
|
2025
Q1 | $205K | Sell |
4,554
-19
| -0.4% | -$856 | 0.01% | 578 |
|
|
2024
Q4 | $209K | Buy |
4,573
+150
| +3% | +$6.84K | 0.01% | 564 |
|
|
2024
Q3 | $207K | Buy |
+4,423
| New | +$207K | 0.01% | 490 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 825 |
|
|
2023
Q4 | – | Sell |
-6,962
| Closed | -$304K | – | 501 |
|
|
2023
Q3 | $304K | Buy |
6,962
+19
| +0.3% | +$830 | 0.02% | 421 |
|
|
2023
Q2 | $320K | Buy |
6,943
+18
| +0.3% | +$831 | 0.02% | 432 |
|
|
2023
Q1 | $324K | Sell |
6,925
-1,069
| -13% | -$50.1K | 0.02% | 374 |
|
|
2022
Q4 | $365K | Buy |
+7,994
| New | +$365K | 0.03% | 294 |
|