United Capital Financial Advisors’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 | $1.76M | Sell |
39,354
-352
| -0.9% | -$15.7K | 0.01% | 464 |
|
|
2025
Q1 | $1.79M | Buy |
39,706
+55
| +0.1% | +$2.48K | 0.02% | 443 |
|
|
2024
Q4 | $1.81M | Buy |
39,651
+317
| +0.8% | +$14.5K | 0.02% | 437 |
|
|
2024
Q3 | $1.84M | Sell |
39,334
-357
| -0.9% | -$16.7K | 0.02% | 437 |
|
|
2024
Q2 | $1.82M | Buy |
39,691
+120
| +0.3% | +$5.49K | 0.02% | 420 |
|
|
2024
Q1 | $1.84M | Sell |
39,571
-4,443
| -10% | -$207K | 0.02% | 444 |
|
|
2023
Q4 | $2.07M | Sell |
44,014
-38,954
| -47% | -$1.83M | 0.02% | 410 |
|
|
2023
Q3 | $3.63M | Sell |
82,968
-3,947
| -5% | -$172K | 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% | -$294K | 0.02% | 336 |
|
|
2022
Q4 | $4.45M | Buy |
97,461
+17,398
| +22% | +$794K | 0.02% | 346 |
|
|
2022
Q3 | $3.52M | Buy |
80,063
+1,722
| +2% | +$75.8K | 0.02% | 384 |
|
|
2022
Q2 | $3.59M | Buy |
78,341
+39,412
| +101% | +$1.81M | 0.02% | 393 |
|
|
2022
Q1 | $1.86M | Sell |
38,929
-1,073
| -3% | -$51.4K | 0.01% | 532 |
|
|
2021
Q4 | $2.07M | Buy |
40,002
+4,055
| +11% | +$210K | 0.01% | 532 |
|
|
2021
Q3 | $1.85M | Buy |
35,947
+63
| +0.2% | +$3.25K | 0.01% | 543 |
|
|
2021
Q2 | $1.87M | Buy |
35,884
+976
| +3% | +$50.9K | 0.01% | 556 |
|
|
2021
Q1 | $1.8M | Buy |
34,908
+1,725
| +5% | +$89.1K | 0.01% | 525 |
|
|
2020
Q4 | $1.74M | Buy |
33,183
+2,320
| +8% | +$122K | 0.01% | 537 |
|
|
2020
Q3 | $1.6M | Buy |
30,863
+1,395
| +5% | +$72.5K | 0.01% | 551 |
|
|
2020
Q2 | $1.52M | Sell |
29,468
-16,387
| -36% | -$846K | 0.01% | 567 |
|
|
2020
Q1 | $2.29M | Sell |
45,855
-7,333
| -14% | -$367K | 0.02% | 467 |
|
|
2019
Q4 | $2.69M | Sell |
53,188
-1,552
| -3% | -$78.5K | 0.02% | 541 |
|
|
2019
Q3 | $2.78M | Sell |
54,740
-9,098
| -14% | -$461K | 0.02% | 523 |
|
|
2019
Q2 | $3.2M | Sell |
63,838
-99
| -0.2% | -$4.96K | 0.02% | 502 |
|
|
2019
Q1 | $3.15M | Sell |
63,937
-23,387
| -27% | -$1.15M | 0.02% | 496 |
|
|
2018
Q4 | $4.2M | Buy |
87,324
+21,627
| +33% | +$1.04M | 0.03% | 408 |
|
|
2018
Q3 | $3.12M | Buy |
65,697
+1,364
| +2% | +$64.8K | 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% | +$44.9K | 0.02% | 498 |
|
|
2017
Q2 | $2.85M | Buy |
58,623
+1,681
| +3% | +$81.8K | 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% | +$680K | 0.04% | 407 |
|
|
2016
Q3 | $3.59M | Sell |
71,688
-3,696
| -5% | -$185K | 0.03% | 452 |
|
|
2016
Q2 | $3.85M | Buy |
75,384
+2,095
| +3% | +$107K | 0.04% | 415 |
|
|
2016
Q1 | $3.62M | Sell |
73,289
-7,812
| -10% | -$386K | 0.04% | 409 |
|
|
2015
Q4 | $3.95M | Sell |
81,101
-2,066
| -2% | -$101K | 0.05% | 387 |
|
|
2015
Q3 | $4.01M | Buy |
83,167
+22,423
| +37% | +$1.08M | 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% | -$159K | 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% | -$154K | 0.07% | 294 |
|
|
2014
Q2 | $3.99M | Sell |
84,260
-6,736
| -7% | -$319K | 0.07% | 273 |
|
|
2014
Q1 | $4.23M | Sell |
90,996
-4
| -0% | -$186 | 0.09% | 227 |
|
|
2013
Q4 | $4.1M | Sell |
91,000
-1,758
| -2% | -$79.3K | 0.14% | 159 |
|
|
2013
Q3 | $4.24M | Sell |
92,758
-7,900
| -8% | -$361K | 0.14% | 163 |
|
|
2013
Q2 | $4.6M | Buy |
+100,658
| New | +$4.6M | 0.12% | 201 |
|