Vertex Planning Partners’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 | $581K | Hold |
13,003
| – | – | 0.12% | 95 |
|
|
2025
Q1 | $586K | Hold |
13,003
| – | – | 0.13% | 91 |
|
|
2024
Q4 | $593K | Hold |
13,003
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $609K | Sell |
13,003
-752
| -5% | -$35.2K | 0.15% | 77 |
|
|
2024
Q2 | $629K | Sell |
13,755
-217
| -2% | -$9.93K | 0.16% | 67 |
|
|
2024
Q1 | $649K | Buy |
13,972
+668
| +5% | +$31K | 0.18% | 64 |
|
|
2023
Q4 | $625K | Hold |
13,304
| – | – | 0.19% | 64 |
|
|
2023
Q3 | $581K | Buy |
13,304
+752
| +6% | +$32.9K | 0.2% | 61 |
|
|
2023
Q2 | $579K | Hold |
12,552
| – | – | 0.2% | 66 |
|
|
2023
Q1 | $588K | Hold |
12,552
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $573K | Buy |
+12,552
| New | +$573K | 0.22% | 63 |
|