Stokes Family Office’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 | $801K | Sell |
17,937
-360
| -2% | -$16.1K | 0.08% | 127 |
|
|
2025
Q1 | $825K | Sell |
18,297
-985
| -5% | -$44.4K | 0.09% | 128 |
|
|
2024
Q4 | $880K | Hold |
19,282
| – | – | 0.09% | 128 |
|
|
2024
Q3 | $903K | Buy |
+19,282
| New | +$903K | 0.1% | 123 |
|
|
2023
Q4 | – | Sell |
-43,999
| Closed | -$1.92M | – | 328 |
|
|
2023
Q3 | $1.92M | Sell |
43,999
-48,790
| -53% | -$2.13M | 0.23% | 85 |
|
|
2023
Q2 | $4.28M | Buy |
92,789
+13,611
| +17% | +$628K | 0.49% | 42 |
|
|
2023
Q1 | $3.71M | Sell |
79,178
-70
| -0.1% | -$3.28K | 0.46% | 51 |
|
|
2022
Q4 | $3.62M | Sell |
79,248
-2,170
| -3% | -$99K | 0.47% | 50 |
|
|
2022
Q3 | $3.58M | Buy |
81,418
+51,848
| +175% | +$2.28M | 0.51% | 47 |
|
|
2022
Q2 | $1.36M | Buy |
29,570
+18,742
| +173% | +$859K | 0.19% | 89 |
|
|
2022
Q1 | $518K | Buy |
10,828
+1,680
| +18% | +$80.4K | 0.07% | 160 |
|
|
2021
Q4 | $473K | Buy |
+9,148
| New | +$473K | 0.06% | 160 |
|