Stokes Family Office’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	$702K	Sell	15,479 -300	-2%	-$13.8K	0.07%	161
2025 Q4	$721K	Sell	15,779 -668	-4%	-$30.5K	0.07%	159
2025 Q3	$749K	Sell	16,447 -1,490	-8%	-$66.8K	0.07%	144
2025 Q2	$801K	Sell	17,937 -360	-2%	-$16K	0.08%	127
2025 Q1	$825K	Sell	18,297 -985	-5%	-$44.9K	0.09%	128
2024 Q4	$880K	Hold	19,282	–	–	0.09%	128
2024 Q3	$903K	Buy	+19,282	New	+$894K	0.1%	123
2023 Q4	–	Sell	-43,999	Closed	-$1.92M	–	328
2023 Q3	$1.92M	Sell	43,999 -48,790	-53%	-$2.22M	0.23%	85
2023 Q2	$4.28M	Buy	92,789 +13,611	+17%	+$630K	0.49%	42
2023 Q1	$3.71M	Sell	79,178 -70	-0.1%	-$3.24K	0.46%	51
2022 Q4	$3.62M	Sell	79,248 -2,170	-3%	-$97.5K	0.47%	50
2022 Q3	$3.58M	Buy	81,418 +51,848	+175%	+$2.38M	0.51%	47
2022 Q2	$1.36M	Buy	29,570 +18,742	+173%	+$866K	0.19%	89
2022 Q1	$518K	Buy	10,828 +1,680	+18%	+$83.7K	0.07%	160
2021 Q4	$473K	Buy	+9,148	New	+$472K	0.06%	160