Spire 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
2026 Q1	$13.4K	Buy	295 +51	+21%	+$2.34K	﹤0.01%	1539
2025 Q4	$11.2K	Hold	244	–	–	﹤0.01%	1673
2025 Q3	$11.1K	Buy	+244	New	+$10.9K	﹤0.01%	1712
2025 Q2	–	Sell	-1,363	Closed	-$61.4K	–	2560
2025 Q1	$61.4K	Hold	1,363	–	–	﹤0.01%	1210
2024 Q4	$62.2K	Hold	1,363	–	–	﹤0.01%	1201
2024 Q3	$63.8K	Hold	1,363	–	–	﹤0.01%	1059
2024 Q2	$62.4K	Hold	1,363	–	–	﹤0.01%	1043
2024 Q1	$63.4K	Hold	1,363	–	–	﹤0.01%	1134
2023 Q4	$63.4K	Hold	1,363	–	–	﹤0.01%	1122
2023 Q3	$59.6K	Sell	1,363 -488	-26%	-$22.2K	﹤0.01%	1109
2023 Q2	$85.4K	Buy	1,851 +359	+24%	+$16.6K	﹤0.01%	1015
2023 Q1	$69.9K	Buy	1,492 +1,363	+1,057%	+$63.2K	﹤0.01%	1067
2022 Q4	$6K	Hold	129	–	–	﹤0.01%	1793
2022 Q3	$6K	Sell	129 -6,484	-98%	-$298K	﹤0.01%	1715
2022 Q2	$303K	Sell	6,613 -1,363	-17%	-$62.9K	0.01%	631
2022 Q1	$382K	Hold	7,976	–	–	0.01%	650
2021 Q4	$413K	Buy	7,976 +5,250	+193%	+$271K	0.01%	769
2021 Q3	$141K	Sell	2,726 -270	-9%	-$14.1K	﹤0.01%	1064
2021 Q2	$156K	Buy	2,996 +270	+10%	+$14K	﹤0.01%	1025
2021 Q1	$141K	Buy	+2,726	New	+$142K	﹤0.01%	1229