Sequoia 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 | $762K | Sell |
17,058
-6,779
| -28% | -$303K | 0.01% | 799 |
|
|
2025
Q1 | $1.07M | Buy |
23,837
+1,115
| +5% | +$50.3K | 0.01% | 595 |
|
|
2024
Q4 | $1.04M | Sell |
22,722
-25
| -0.1% | -$1.14K | 0.01% | 569 |
|
|
2024
Q3 | $1.07M | Buy |
22,747
+78
| +0.3% | +$3.65K | 0.01% | 525 |
|
|
2024
Q2 | $1.04M | Buy |
22,669
+76
| +0.3% | +$3.48K | 0.01% | 470 |
|
|
2024
Q1 | $1.05M | Buy |
22,593
+48
| +0.2% | +$2.23K | 0.01% | 462 |
|
|
2023
Q4 | $1.06M | Sell |
22,545
-1,451
| -6% | -$68.2K | 0.01% | 507 |
|
|
2023
Q3 | $1.05M | Sell |
23,996
-1,614
| -6% | -$70.5K | 0.02% | 325 |
|
|
2023
Q2 | $1.18M | Sell |
25,610
-4,487
| -15% | -$207K | 0.02% | 316 |
|
|
2023
Q1 | $1.41M | Sell |
30,097
-1,444,607
| -98% | -$67.6M | 0.03% | 263 |
|
|
2022
Q4 | $67.3M | Buy |
1,474,704
+1,348,483
| +1,068% | +$61.5M | 1.65% | 12 |
|
|
2022
Q3 | $5.55M | Buy |
126,221
+89,771
| +246% | +$3.95M | 0.18% | 106 |
|
|
2022
Q2 | $1.67M | Sell |
36,450
-4,609
| -11% | -$211K | 0.05% | 193 |
|
|
2022
Q1 | $1.97M | Sell |
41,059
-6,869
| -14% | -$329K | 0.05% | 192 |
|
|
2021
Q4 | $2.48M | Buy |
47,928
+26,347
| +122% | +$1.36M | 0.07% | 165 |
|
|
2021
Q3 | $1.11M | Sell |
21,581
-25,807
| -54% | -$1.33M | 0.11% | 98 |
|
|
2021
Q2 | $2.47M | Sell |
47,388
-35,358
| -43% | -$1.84M | 0.09% | 133 |
|
|
2021
Q1 | $4.28M | Sell |
82,746
-1,902
| -2% | -$98.3K | 0.18% | 87 |
|
|
2020
Q4 | $4.44M | Buy |
84,648
+4,449
| +6% | +$234K | 0.2% | 70 |
|
|
2020
Q3 | $4.17M | Buy |
80,199
+3,039
| +4% | +$158K | 0.22% | 60 |
|
|
2020
Q2 | $3.99M | Buy |
77,160
+5,847
| +8% | +$302K | 0.24% | 57 |
|
|
2020
Q1 | $3.57M | Sell |
71,313
-2,653
| -4% | -$133K | 0.26% | 52 |
|
|
2019
Q4 | $3.74M | Buy |
73,966
+17,804
| +32% | +$900K | 0.24% | 60 |
|
|
2019
Q3 | $2.85M | Buy |
56,162
+2,154
| +4% | +$109K | 0.21% | 65 |
|
|
2019
Q2 | $2.71M | Sell |
54,008
-455
| -0.8% | -$22.8K | 0.2% | 70 |
|
|
2019
Q1 | $2.68M | Buy |
54,463
+8,521
| +19% | +$420K | 0.22% | 65 |
|
|
2018
Q4 | $2.21M | Buy |
45,942
+8,787
| +24% | +$423K | 0.26% | 66 |
|
|
2018
Q3 | $1.76M | Buy |
37,155
+683
| +2% | +$32.4K | 0.18% | 82 |
|
|
2018
Q2 | $1.75M | Sell |
36,472
-1,321
| -3% | -$63.4K | 0.19% | 81 |
|
|
2018
Q1 | $1.82M | Sell |
37,793
-1,485
| -4% | -$71.3K | 0.19% | 80 |
|
|
2017
Q4 | $1.92M | Buy |
39,278
+3,087
| +9% | +$151K | 0.2% | 80 |
|
|
2017
Q3 | $1.77M | Buy |
36,191
+2,016
| +6% | +$98.6K | 0.21% | 79 |
|
|
2017
Q2 | $1.66M | Sell |
34,175
-4,653
| -12% | -$227K | 0.21% | 85 |
|
|
2017
Q1 | $1.86M | Buy |
38,828
+9,152
| +31% | +$439K | 0.24% | 76 |
|
|
2016
Q4 | $1.41M | Buy |
29,676
+15,377
| +108% | +$730K | 0.2% | 79 |
|
|
2016
Q3 | $716K | Buy |
+14,299
| New | +$716K | 0.13% | 100 |
|