SteelPeak Wealth’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	–	Sell	-45,336	Closed	-$2.07M	–	646
2025 Q4	$2.07M	Sell	45,336 -957	-2%	-$43.8K	0.07%	199
2025 Q3	$2.11M	Sell	46,293 -14,439	-24%	-$647K	0.07%	209
2025 Q2	$2.71M	Buy	60,732 +1,725	+3%	+$76.6K	0.11%	149
2025 Q1	$2.66M	Buy	59,007 +20,244	+52%	+$923K	0.11%	144
2024 Q4	$1.77M	Sell	38,763 -21,265	-35%	-$981K	0.07%	183
2024 Q3	$2.81M	Sell	60,028 -2,487	-4%	-$115K	0.12%	133
2024 Q2	$2.86M	Sell	62,515 -9,517	-13%	-$436K	0.14%	124
2024 Q1	$3.35M	Buy	72,032 +44,786	+164%	+$2.09M	0.17%	110
2023 Q4	$1.28M	Sell	27,246 -50,501	-65%	-$2.27M	0.08%	180
2023 Q3	$3.4M	Sell	77,747 -8,426	-10%	-$383K	0.21%	95
2023 Q2	$3.98M	Buy	86,173 +1,719	+2%	+$79.6K	0.24%	79
2023 Q1	$3.95M	Buy	84,454 +51,638	+157%	+$2.39M	0.27%	79
2022 Q4	$1.5M	Sell	32,816 -22,049	-40%	-$990K	0.11%	145
2022 Q3	$2.41M	Sell	54,865 -16,390	-23%	-$754K	0.18%	103
2022 Q2	$3.27M	Buy	71,255 +4,326	+6%	+$200K	0.24%	82
2022 Q1	$3.21M	Sell	66,929 -1,131	-2%	-$56.4K	0.2%	97
2021 Q4	$3.52M	Buy	68,060 +15,576	+30%	+$803K	0.21%	93
2021 Q3	$2.71M	Buy	52,484 +753	+1%	+$39.3K	0.18%	94
2021 Q2	$2.7M	Buy	51,731 +554	+1%	+$28.8K	0.2%	101
2021 Q1	$2.64M	Sell	51,177 -33	-0.1%	-$1.72K	0.22%	90
2020 Q4	$2.69M	Buy	51,210 +434	+0.9%	+$22.6K	0.24%	85
2020 Q3	$2.64M	Buy	50,776 +6,882	+16%	+$359K	0.28%	79
2020 Q2	$2.27M	Buy	43,894 +10,493	+31%	+$534K	0.29%	79
2020 Q1	$1.67M	Buy	33,401 +2,322	+7%	+$118K	0.26%	80
2019 Q4	$1.57M	Buy	+31,079	New	+$1.57M	0.22%	93