Venturi Wealth Management’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 | $396K | Hold |
8,863
| – | – | 0.02% | 363 |
|
2025
Q1 | $399K | Buy |
8,863
+7,856
| +780% | +$354K | 0.02% | 366 |
|
2024
Q4 | $45.9K | Hold |
1,007
| – | – | ﹤0.01% | 1046 |
|
2024
Q3 | $47.2K | Hold |
1,007
| – | – | ﹤0.01% | 784 |
|
2024
Q2 | $46.1K | Hold |
1,007
| – | – | ﹤0.01% | 693 |
|
2024
Q1 | $46.8K | Hold |
1,007
| – | – | ﹤0.01% | 513 |
|
2023
Q4 | $47.3K | Hold |
1,007
| – | – | ﹤0.01% | 495 |
|
2023
Q3 | $44K | Buy |
+1,007
| New | +$44K | ﹤0.01% | 489 |
|
2023
Q2 | – | Sell |
-1,007
| Closed | -$47.1K | – | 1270 |
|
2023
Q1 | $47.1K | Buy |
+1,007
| New | +$47.1K | ﹤0.01% | 476 |
|