Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Sell |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $586K | Hold |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $581K | Buy |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $573K | Buy |
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