SP
SWS Partners’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Sell |
35,566
-18,743
| -35% | -$837K | 0.43% | 83 |
|
2025
Q1 | $2.45M | Sell |
54,309
-36,738
| -40% | -$1.66M | 0.8% | 49 |
|
2024
Q4 | $4.15M | Sell |
91,047
-900
| -1% | -$41.1K | 1.26% | 17 |
|
2024
Q3 | $4.31M | Buy |
91,947
+1,287
| +1% | +$60.3K | 1.37% | 14 |
|
2024
Q2 | $4.15M | Sell |
90,660
-1,858
| -2% | -$85K | 1.24% | 18 |
|
2024
Q1 | $4.3M | Buy |
92,518
+3,631
| +4% | +$169K | 1.29% | 19 |
|
2023
Q4 | $4.18M | Buy |
88,887
+27,354
| +44% | +$1.29M | 1.36% | 15 |
|
2023
Q3 | $2.69M | Sell |
61,533
-4,371
| -7% | -$191K | 0.99% | 36 |
|
2023
Q2 | $3.04M | Buy |
65,904
+1,280
| +2% | +$59.1K | 1.1% | 25 |
|
2023
Q1 | $3.03M | Buy |
64,624
+2,891
| +5% | +$135K | 1.13% | 20 |
|
2022
Q4 | $2.82M | Sell |
61,733
-8,230
| -12% | -$375K | 1.34% | 23 |
|
2022
Q3 | $3.08M | Buy |
+69,963
| New | +$3.08M | 1.43% | 12 |
|
2020
Q2 | – | Sell |
-23,820
| Closed | -$1.19M | – | 113 |
|
2020
Q1 | $1.19M | Buy |
+23,820
| New | +$1.19M | 0.85% | 40 |
|
2019
Q3 | $2.82M | Buy |
+55,904
| New | +$2.82M | 1.67% | 14 |
|
2018
Q4 | $2.23M | Sell |
46,400
-7,876
| -15% | -$379K | 1.69% | 12 |
|
2018
Q3 | $2.58M | Buy |
+54,276
| New | +$2.58M | 1.64% | 21 |
|