Steward Partners Investment Advisory’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 | $374K | Sell |
8,375
-957
| -10% | -$42.7K | ﹤0.01% | 1438 |
|
|
2025
Q1 | $421K | Hold |
9,332
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q4 | $426K | Sell |
9,332
-5,854
| -39% | -$267K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $711K | Sell |
15,186
-618
| -4% | -$28.9K | 0.01% | 979 |
|
|
2024
Q2 | $723K | Buy |
15,804
+986
| +7% | +$45.1K | 0.01% | 918 |
|
|
2024
Q1 | $689K | Buy |
14,818
+10,893
| +278% | +$506K | 0.01% | 925 |
|
|
2023
Q4 | $184K | Buy |
3,925
+900
| +30% | +$42.3K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $132K | Buy |
3,025
+2,900
| +2,320% | +$127K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $5.77K | Sell |
125
-4
| -3% | -$185 | ﹤0.01% | 2749 |
|
|
2023
Q1 | $6.04K | Buy |
129
+4
| +3% | +$187 | ﹤0.01% | 2722 |
|
|
2022
Q4 | $5.7K | Hold |
125
| – | – | ﹤0.01% | 2729 |
|
|
2022
Q3 | $5K | Sell |
125
-122
| -49% | -$4.88K | ﹤0.01% | 2790 |
|
|
2022
Q2 | $11K | Buy |
247
+122
| +98% | +$5.43K | ﹤0.01% | 2499 |
|
|
2022
Q1 | $6K | Buy |
125
+55
| +79% | +$2.64K | ﹤0.01% | 2851 |
|
|
2021
Q4 | $4K | Sell |
70
-61
| -47% | -$3.49K | ﹤0.01% | 2912 |
|
|
2021
Q3 | $7K | Sell |
131
-243
| -65% | -$13K | ﹤0.01% | 2726 |
|
|
2021
Q2 | $19K | Buy |
374
+132
| +55% | +$6.71K | ﹤0.01% | 5203 |
|
|
2021
Q1 | $12.5K | Sell |
242
-1
| -0.4% | -$52 | ﹤0.01% | 2684 |
|
|
2020
Q4 | $13K | Buy |
243
+2
| +0.8% | +$107 | ﹤0.01% | 2223 |
|
|
2020
Q3 | $13K | Buy |
241
+1
| +0.4% | +$54 | ﹤0.01% | 2051 |
|
|
2020
Q2 | $12K | Buy |
240
+1
| +0.4% | +$50 | ﹤0.01% | 1975 |
|
|
2020
Q1 | $11K | Buy |
239
+1
| +0.4% | +$46 | ﹤0.01% | 1832 |
|
|
2019
Q4 | $12K | Buy |
+238
| New | +$12K | ﹤0.01% | 1961 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$1K | – | 2023 |
|
|
2018
Q3 | $1K | Sell |
29
-37
| -56% | -$1.28K | ﹤0.01% | 2530 |
|
|
2018
Q2 | $3K | Buy |
66
+7
| +12% | +$318 | ﹤0.01% | 2147 |
|
|
2018
Q1 | $2K | Sell |
59
-1,833
| -97% | -$62.1K | ﹤0.01% | 2042 |
|
|
2017
Q4 | $92K | Buy |
+1,892
| New | +$92K | 0.01% | 654 |
|