Waverly 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 | $1.45M | Buy |
32,543
+16,997
| +109% | +$759K | 0.02% | 549 |
|
|
2025
Q1 | $701K | Buy |
15,546
+2,446
| +19% | +$110K | 0.01% | 688 |
|
|
2024
Q4 | $598K | Buy |
13,100
+500
| +4% | +$22.8K | 0.01% | 640 |
|
|
2024
Q3 | $590K | Buy |
12,600
+5,110
| +68% | +$239K | 0.01% | 551 |
|
|
2024
Q2 | $343K | Sell |
7,490
-1,521
| -17% | -$69.6K | 0.01% | 637 |
|
|
2024
Q1 | $419K | Buy |
+9,011
| New | +$419K | 0.01% | 511 |
|