United Capital Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

United Capital Financial Advisors’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Buy	44,409 +3,700	+9%	+$170K	0.01%	546
2025 Q4	$1.86M	Buy	40,709 +227	+0.6%	+$10.4K	0.01%	550
2025 Q3	$1.84M	Buy	40,482 +1,128	+3%	+$50.5K	0.01%	489
2025 Q2	$1.76M	Sell	39,354 -352	-0.9%	-$15.6K	0.01%	467
2025 Q1	$1.79M	Buy	39,706 +55	+0.1%	+$2.51K	0.02%	446
2024 Q4	$1.81M	Buy	39,651 +317	+0.8%	+$14.6K	0.02%	439
2024 Q3	$1.84M	Sell	39,334 -357	-0.9%	-$16.6K	0.02%	437
2024 Q2	$1.82M	Buy	39,691 +120	+0.3%	+$5.5K	0.02%	421
2024 Q1	$1.84M	Sell	39,571 -4,443	-10%	-$208K	0.02%	445
2023 Q4	$2.07M	Sell	44,014 -38,954	-47%	-$1.75M	0.02%	410
2023 Q3	$3.63M	Sell	82,968 -3,947	-5%	-$179K	0.02%	344
2023 Q2	$4.01M	Sell	86,915 -4,265	-5%	-$197K	0.02%	347
2023 Q1	$4.27M	Sell	91,180 -6,281	-6%	-$291K	0.02%	337
2022 Q4	$4.45M	Buy	97,461 +17,398	+22%	+$781K	0.02%	346
2022 Q3	$3.52M	Buy	80,063 +1,722	+2%	+$79.2K	0.02%	384
2022 Q2	$3.59M	Buy	78,341 +39,412	+101%	+$1.82M	0.02%	393
2022 Q1	$1.86M	Sell	38,929 -1,073	-3%	-$53.5K	0.01%	534
2021 Q4	$2.07M	Buy	40,002 +4,055	+11%	+$209K	0.01%	533
2021 Q3	$1.85M	Buy	35,947 +63	+0.2%	+$3.29K	0.01%	544
2021 Q2	$1.87M	Buy	35,884 +976	+3%	+$50.8K	0.01%	557
2021 Q1	$1.8M	Buy	34,908 +1,725	+5%	+$89.8K	0.01%	526
2020 Q4	$1.74M	Buy	33,183 +2,320	+8%	+$121K	0.01%	539
2020 Q3	$1.6M	Buy	30,863 +1,395	+5%	+$72.7K	0.01%	552
2020 Q2	$1.52M	Sell	29,468 -16,387	-36%	-$835K	0.01%	570
2020 Q1	$2.29M	Sell	45,855 -7,333	-14%	-$372K	0.02%	468
2019 Q4	$2.69M	Sell	53,188 -1,552	-3%	-$78.6K	0.02%	543
2019 Q3	$2.77M	Sell	54,740 -9,098	-14%	-$462K	0.02%	524
2019 Q2	$3.2M	Sell	63,838 -99	-0.2%	-$4.92K	0.02%	505
2019 Q1	$3.15M	Sell	63,937 -23,387	-27%	-$1.14M	0.02%	499
2018 Q4	$4.2M	Buy	87,324 +21,627	+33%	+$1.02M	0.03%	408
2018 Q3	$3.12M	Buy	65,697 +1,364	+2%	+$65.3K	0.02%	519
2018 Q2	$3.09M	Sell	64,333 -326	-0.5%	-$15.6K	0.02%	504
2018 Q1	$3.11M	Buy	64,659 +377	+0.6%	+$18.1K	0.02%	491
2017 Q4	$3.15M	Buy	64,282 +4,740	+8%	+$232K	0.02%	491
2017 Q3	$2.91M	Buy	59,542 +919	+2%	+$45.1K	0.02%	498
2017 Q2	$2.85M	Buy	58,623 +1,681	+3%	+$81.7K	0.03%	497
2017 Q1	$2.73M	Sell	56,942 -29,087	-34%	-$1.39M	0.03%	486
2016 Q4	$4.08M	Buy	86,029 +14,341	+20%	+$694K	0.04%	407
2016 Q3	$3.59M	Sell	71,688 -3,696	-5%	-$186K	0.03%	452
2016 Q2	$3.85M	Buy	75,384 +2,095	+3%	+$104K	0.04%	415
2016 Q1	$3.62M	Sell	73,289 -7,812	-10%	-$384K	0.04%	409
2015 Q4	$3.95M	Sell	81,101 -2,066	-2%	-$99.8K	0.05%	387
2015 Q3	$4.01M	Buy	83,167 +22,423	+37%	+$1.07M	0.05%	366
2015 Q2	$2.88M	Sell	60,744 -21,454	-26%	-$1.02M	0.03%	496
2015 Q1	$3.95M	Sell	82,198 -3,311	-4%	-$161K	0.05%	387
2014 Q4	$4.13M	Buy	85,509 +4,457	+5%	+$215K	0.06%	289
2014 Q3	$3.89M	Sell	81,052 -3,208	-4%	-$153K	0.07%	294
2014 Q2	$3.99M	Sell	84,260 -6,736	-7%	-$317K	0.07%	273
2014 Q1	$4.23M	Sell	90,996 -4	-0%	-$185	0.09%	227
2013 Q4	$4.1M	Sell	91,000 -1,758	-2%	-$80.2K	0.14%	159
2013 Q3	$4.24M	Sell	92,758 -7,900	-8%	-$355K	0.14%	163
2013 Q2	$4.6M	Buy	+100,658	New	+$4.8M	0.12%	201