Vise Technologies’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
2026 Q1	$2.07M	Hold	45,392	–	–	0.04%	355
2025 Q4	$2.07M	Buy	45,392 +1,494	+3%	+$68.3K	0.04%	356
2025 Q3	$2M	Buy	43,898 +2,715	+7%	+$122K	0.07%	254
2025 Q2	$1.84M	Buy	+41,183	New	+$1.83M	0.08%	281
2024 Q4	$920K	Sell	20,176 -1,873	-8%	-$86.4K	0.08%	272
2024 Q3	$1.03M	Sell	22,049 -1,740	-7%	-$80.7K	0.13%	155
2024 Q2	$1.09M	Sell	23,789 -126	-0.5%	-$5.77K	0.19%	105
2024 Q1	$1.11M	Sell	23,915 -4,311	-15%	-$201K	0.22%	100
2023 Q4	$1.33M	Sell	28,226 -5,088	-15%	-$228K	0.29%	86
2023 Q3	$1.46M	Buy	33,314 +1,985	+6%	+$90.2K	0.36%	75
2023 Q2	$1.45M	Sell	31,329 -643	-2%	-$29.8K	0.35%	70
2023 Q1	$1.5M	Sell	31,972 -2,522	-7%	-$117K	0.39%	60
2022 Q4	$1.57M	Buy	34,494 +4,608	+15%	+$207K	0.49%	45
2022 Q3	$1.31M	Buy	+29,886	New	+$1.37M	0.5%	41