SteelPeak Wealth’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
$2.71M Buy
60,732
+1,725
+3% +$77.1K 0.1% 148
2025
Q1
$2.66M Buy
59,007
+20,244
+52% +$912K 0.11% 137
2024
Q4
$1.77M Sell
38,763
-21,265
-35% -$970K 0.07% 178
2024
Q3
$2.81M Sell
60,028
-2,487
-4% -$116K 0.12% 128
2024
Q2
$2.86M Sell
62,515
-9,517
-13% -$435K 0.13% 121
2024
Q1
$3.35M Buy
72,032
+44,786
+164% +$2.08M 0.17% 108
2023
Q4
$1.28M Sell
27,246
-50,501
-65% -$2.37M 0.07% 178
2023
Q3
$3.4M Sell
77,747
-8,426
-10% -$368K 0.21% 95
2023
Q2
$3.98M Buy
86,173
+1,719
+2% +$79.3K 0.24% 79
2023
Q1
$3.95M Buy
84,454
+51,638
+157% +$2.42M 0.27% 79
2022
Q4
$1.5M Sell
32,816
-22,049
-40% -$1.01M 0.11% 145
2022
Q3
$2.41M Sell
54,865
-16,390
-23% -$721K 0.18% 102
2022
Q2
$3.27M Buy
71,255
+4,326
+6% +$198K 0.23% 82
2022
Q1
$3.21M Sell
66,929
-1,131
-2% -$54.2K 0.18% 89
2021
Q4
$3.52M Buy
68,060
+15,576
+30% +$806K 0.2% 88
2021
Q3
$2.71M Buy
52,484
+753
+1% +$38.8K 0.18% 92
2021
Q2
$2.7M Buy
51,731
+554
+1% +$28.9K 0.19% 97
2021
Q1
$2.64M Sell
51,177
-33
-0.1% -$1.71K 0.21% 87
2020
Q4
$2.69M Buy
51,210
+434
+0.9% +$22.8K 0.24% 85
2020
Q3
$2.64M Buy
50,776
+6,882
+16% +$357K 0.28% 79
2020
Q2
$2.27M Buy
43,894
+10,493
+31% +$542K 0.29% 78
2020
Q1
$1.67M Buy
33,401
+2,322
+7% +$116K 0.26% 80
2019
Q4
$1.57M Buy
+31,079
New +$1.57M 0.22% 93