Wealthcare Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealthcare Capital Management’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.82M	Sell	170,695 -12,642	-7%	-$576K	0.74%	16
2026 Q1	$8.31M	Buy	183,337 +1,616	+0.9%	+$74.2K	0.83%	16
2025 Q4	$8.31M	Sell	181,721 -3,930	-2%	-$180K	0.82%	14
2025 Q3	$8.46M	Buy	185,651 +31,816	+21%	+$1.43M	0.86%	12
2025 Q2	$6.87M	Buy	153,835 +13,940	+10%	+$619K	0.73%	14
2025 Q1	$6.31M	Buy	139,895 +10,406	+8%	+$474K	0.64%	14
2024 Q4	$5.91M	Sell	129,489 -27,680	-18%	-$1.28M	0.6%	14
2024 Q3	$7.36M	Sell	157,169 -33,941	-18%	-$1.57M	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%	-$592K	0.99%	11
2023 Q4	$9.61M	Buy	+204,384	New	+$9.17M	1.1%	7
2023 Q1	–	Sell	-29,347	Closed	-$1.34M	–	78
2022 Q4	$1.34M	Sell	29,347 -147,524	-83%	-$6.63M	0.17%	21
2022 Q3	$7.78M	Buy	176,871 +105,896	+149%	+$4.87M	0.98%	10
2022 Q2	$3.25M	Buy	70,975 +13,363	+23%	+$617K	0.36%	9
2022 Q1	$2.76M	Buy	57,612 +41,183	+251%	+$2.05M	0.27%	17
2021 Q4	$850K	Buy	+16,429	New	+$847K	0.08%	39
2021 Q2	–	Sell	-1,278	Closed	-$66K	–	599
2021 Q1	$66K	Buy	+1,278	New	+$66.5K	0.01%	125
2020 Q2	–	Sell	-1,029	Closed	-$51K	–	223
2020 Q1	$51K	Sell	1,029 -2,849	-73%	-$145K	0.01%	91
2019 Q4	$196K	Sell	3,878 -2,178	-36%	-$110K	0.02%	58
2019 Q3	$307K	Sell	6,056 -178	-3%	-$9.03K	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%	-$5.61M	0.05%	42
2018 Q3	$5.92M	Sell	124,781 -80,260	-39%	-$3.84M	0.69%	7
2018 Q2	$9.84M	Buy	205,041 +915	+0.4%	+$43.8K	1.12%	6
2018 Q1	$9.8M	Buy	204,126 +13,707	+7%	+$660K	1.12%	6
2017 Q4	$9.32M	Buy	190,419 +6,798	+4%	+$333K	1.05%	6
2017 Q3	$8.98M	Sell	183,621 -20,115	-10%	-$987K	0.99%	6
2017 Q2	$9.92M	Buy	203,736 +16,152	+9%	+$785K	1.13%	5
2017 Q1	$8.99M	Sell	187,584 -81,408	-30%	-$3.88M	0.99%	6
2016 Q4	$12.8M	Buy	268,992 +210,566	+360%	+$10.2M	1.48%	5
2016 Q3	$2.93M	Buy	58,426 +9,402	+19%	+$473K	0.33%	7
2016 Q2	$2.48M	Hold	49,024	–	–	0.28%	7
2016 Q1	$2.42M	Sell	49,024 -15,871	-24%	-$781K	0.28%	8
2015 Q4	$3.16M	Buy	64,895 +40,298	+164%	+$1.95M	0.39%	8
2015 Q3	$1.19M	Buy	24,597 +6,561	+36%	+$313K	0.14%	11
2015 Q2	$856K	Sell	18,036 -5,867	-25%	-$280K	0.1%	16
2015 Q1	$1.16M	Buy	23,903 +6,523	+38%	+$316K	0.14%	18
2014 Q4	$840K	Sell	17,380 -346	-2%	-$16.7K	0.12%	14
2014 Q3	$851K	Buy	17,726 +120	+0.7%	+$5.71K	0.12%	13
2014 Q2	$834K	Sell	17,606 -892	-5%	-$42K	0.12%	14
2014 Q1	$860K	Buy	+18,498	New	+$854K	0.14%	13