Wealthcare Advisory 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
$28.2M Buy
631,414
+215,071
+52% +$9.61M 0.64% 31
2025
Q1
$18.8M Buy
416,343
+122,594
+42% +$5.53M 0.5% 41
2024
Q4
$13.4M Sell
293,749
-13,080
-4% -$597K 0.37% 54
2024
Q3
$14.4M Sell
306,829
-6,321
-2% -$296K 0.41% 49
2024
Q2
$14.3M Buy
313,150
+15,623
+5% +$715K 0.45% 47
2024
Q1
$13.8M Buy
297,527
+2,328
+0.8% +$108K 0.45% 48
2023
Q4
$13.9M Buy
295,199
+189,004
+178% +$8.88M 0.55% 44
2023
Q3
$4.64M Buy
106,195
+3,979
+4% +$174K 0.21% 88
2023
Q2
$4.72M Sell
102,216
-30,048
-23% -$1.39M 0.21% 85
2023
Q1
$6.19M Sell
132,264
-245,298
-65% -$11.5M 0.27% 71
2022
Q4
$17.2M Buy
377,562
+62,892
+20% +$2.87M 0.82% 27
2022
Q3
$13.8M Buy
314,670
+222,603
+242% +$9.79M 0.79% 28
2022
Q2
$4.22M Buy
92,067
+21,395
+30% +$981K 0.26% 66
2022
Q1
$3.38M Buy
70,672
+26,577
+60% +$1.27M 0.21% 63
2021
Q4
$2.28M Sell
44,095
-6,042
-12% -$313K 0.14% 96
2021
Q3
$2.59M Buy
50,137
+2,562
+5% +$132K 0.17% 82
2021
Q2
$2.48M Buy
47,575
+5,811
+14% +$303K 0.17% 85
2021
Q1
$2.16M Buy
41,764
+6,487
+18% +$335K 0.16% 85
2020
Q4
$1.85M Sell
35,277
-84
-0.2% -$4.41K 0.16% 81
2020
Q3
$1.84M Sell
35,361
-1,071
-3% -$55.6K 0.2% 64
2020
Q2
$1.88M Sell
36,432
-10,516
-22% -$543K 0.23% 55
2020
Q1
$2.35M Sell
46,948
-11,423
-20% -$571K 0.34% 38
2019
Q4
$2.95M Buy
58,371
+1,126
+2% +$56.9K 0.38% 35
2019
Q3
$2.9M Buy
57,245
+1,571
+3% +$79.6K 0.42% 35
2019
Q2
$2.79M Sell
55,674
-43
-0.1% -$2.16K 0.44% 32
2019
Q1
$2.75M Buy
55,717
+194
+0.3% +$9.56K 0.47% 32
2018
Q4
$2.67M Sell
55,523
-13,345
-19% -$642K 0.52% 31
2018
Q3
$3.27M Sell
68,868
-288,621
-81% -$13.7M 0.6% 28
2018
Q2
$17.2M Buy
357,489
+25,302
+8% +$1.21M 3.36% 6
2018
Q1
$16M Buy
332,187
+14,751
+5% +$708K 3.61% 6
2017
Q4
$15.5M Buy
317,436
+19,783
+7% +$969K 4% 4
2017
Q3
$14.6M Buy
297,653
+24,173
+9% +$1.18M 4.33% 4
2017
Q2
$13.3M Buy
273,480
+8,504
+3% +$414K 6.47% 4
2017
Q1
$12.7M Sell
264,976
-7,872
-3% -$377K 6.93% 4
2016
Q4
$12.9M Buy
272,848
+3,724
+1% +$177K 7.66% 4
2016
Q3
$13.5M Buy
269,124
+24,380
+10% +$1.22M 8.75% 4
2016
Q2
$12.4M Buy
+244,744
New +$12.4M 8.72% 4