WCM
Wealthcare Capital Management’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Buy |
153,835
+13,940
| +10% | +$623K | 0.73% | 14 |
|
|
2025
Q1 | $6.31M | Buy |
139,895
+10,406
| +8% | +$469K | 0.64% | 14 |
|
|
2024
Q4 | $5.91M | Sell |
129,489
-27,680
| -18% | -$1.26M | 0.6% | 14 |
|
|
2024
Q3 | $7.36M | Sell |
157,169
-33,941
| -18% | -$1.59M | 0.74% | 13 |
|
|
2024
Q2 | $8.74M | Sell |
191,110
-590
| -0.3% | -$27K | 0.93% | 11 |
|
|
2024
Q1 | $8.91M | Sell |
191,700
-12,684
| -6% | -$590K | 0.99% | 11 |
|
|
2023
Q4 | $9.61M | Buy |
+204,384
| New | +$9.61M | 1.1% | 7 |
|
|
2023
Q1 | – | Sell |
-29,347
| Closed | -$1.34M | – | 78 |
|
|
2022
Q4 | $1.34M | Sell |
29,347
-147,524
| -83% | -$6.73M | 0.17% | 21 |
|
|
2022
Q3 | $7.78M | Buy |
176,871
+105,896
| +149% | +$4.66M | 0.98% | 10 |
|
|
2022
Q2 | $3.26M | Buy |
70,975
+13,363
| +23% | +$613K | 0.36% | 9 |
|
|
2022
Q1 | $2.76M | Buy |
57,612
+41,183
| +251% | +$1.97M | 0.27% | 17 |
|
|
2021
Q4 | $850K | Buy |
+16,429
| New | +$850K | 0.08% | 39 |
|
|
2021
Q2 | – | Sell |
-1,278
| Closed | -$66K | – | 599 |
|
|
2021
Q1 | $66K | Buy |
+1,278
| New | +$66K | 0.01% | 125 |
|
|
2020
Q2 | – | Sell |
-1,029
| Closed | -$51K | – | 223 |
|
|
2020
Q1 | $51K | Sell |
1,029
-2,849
| -73% | -$141K | 0.01% | 91 |
|
|
2019
Q4 | $196K | Sell |
3,878
-2,178
| -36% | -$110K | 0.02% | 58 |
|
|
2019
Q3 | $307K | Sell |
6,056
-178
| -3% | -$9.02K | 0.04% | 46 |
|
|
2019
Q2 | $313K | Hold |
6,234
| – | – | 0.04% | 44 |
|
|
2019
Q1 | $307K | Hold |
6,234
| – | – | 0.04% | 44 |
|
|
2018
Q4 | $300K | Sell |
6,234
-118,547
| -95% | -$5.7M | 0.05% | 42 |
|
|
2018
Q3 | $5.93M | Sell |
124,781
-80,260
| -39% | -$3.81M | 0.69% | 7 |
|
|
2018
Q2 | $9.84M | Buy |
205,041
+915
| +0.4% | +$43.9K | 1.12% | 6 |
|
|
2018
Q1 | $9.8M | Buy |
204,126
+13,707
| +7% | +$658K | 1.12% | 6 |
|
|
2017
Q4 | $9.33M | Buy |
190,419
+6,798
| +4% | +$333K | 1.05% | 6 |
|
|
2017
Q3 | $8.98M | Sell |
183,621
-20,115
| -10% | -$984K | 0.99% | 6 |
|
|
2017
Q2 | $9.92M | Buy |
203,736
+16,152
| +9% | +$786K | 1.13% | 5 |
|
|
2017
Q1 | $8.99M | Sell |
187,584
-81,408
| -30% | -$3.9M | 0.99% | 6 |
|
|
2016
Q4 | $12.8M | Buy |
268,992
+210,566
| +360% | +$9.99M | 1.48% | 5 |
|
|
2016
Q3 | $2.93M | Buy |
58,426
+9,402
| +19% | +$471K | 0.33% | 7 |
|
|
2016
Q2 | $2.48M | Hold |
49,024
| – | – | 0.28% | 7 |
|
|
2016
Q1 | $2.42M | Sell |
49,024
-80,765
| -62% | -$3.99M | 0.28% | 8 |
|
|
2015
Q4 | $3.16M | Buy |
129,789
+80,596
| +164% | +$1.96M | 0.39% | 8 |
|
|
2015
Q3 | $1.19M | Buy |
49,193
+13,121
| +36% | +$316K | 0.14% | 11 |
|
|
2015
Q2 | $856K | Sell |
36,072
-11,734
| -25% | -$278K | 0.1% | 16 |
|
|
2015
Q1 | $1.16M | Buy |
47,806
+13,047
| +38% | +$316K | 0.14% | 18 |
|
|
2014
Q4 | $840K | Sell |
34,759
-693
| -2% | -$16.7K | 0.12% | 14 |
|
|
2014
Q3 | $851K | Buy |
35,452
+240
| +0.7% | +$5.76K | 0.12% | 13 |
|
|
2014
Q2 | $834K | Sell |
35,212
-1,784
| -5% | -$42.3K | 0.12% | 14 |
|
|
2014
Q1 | $860K | Buy |
+36,996
| New | +$860K | 0.14% | 13 |
|