WealthShield 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 | $2.16M | Sell |
48,320
-2,826
| -6% | -$126K | 0.26% | 104 |
|
|
2025
Q1 | $2.3M | Sell |
51,146
-4,183
| -8% | -$189K | 0.3% | 97 |
|
|
2024
Q4 | $2.52M | Buy |
55,329
+31,215
| +129% | +$1.42M | 0.36% | 80 |
|
|
2024
Q3 | $1.13M | Sell |
24,114
-515
| -2% | -$24.1K | 0.15% | 143 |
|
|
2024
Q2 | $1.13M | Sell |
24,629
-425
| -2% | -$19.4K | 0.17% | 135 |
|
|
2024
Q1 | $1.16M | Sell |
25,054
-27,429
| -52% | -$1.27M | 0.19% | 133 |
|
|
2023
Q4 | $2.47M | Buy |
52,483
+25,398
| +94% | +$1.19M | 0.41% | 71 |
|
|
2023
Q3 | $1.18M | Sell |
27,085
-5,645
| -17% | -$247K | 0.18% | 132 |
|
|
2023
Q2 | $1.51M | Sell |
32,730
-3,098
| -9% | -$143K | 0.23% | 111 |
|
|
2023
Q1 | $1.68M | Sell |
35,828
-16,149
| -31% | -$756K | 0.27% | 100 |
|
|
2022
Q4 | $2.37M | Sell |
51,977
-15,018
| -22% | -$685K | 0.45% | 58 |
|
|
2022
Q3 | $2.95M | Buy |
66,995
+37,994
| +131% | +$1.67M | 0.58% | 40 |
|
|
2022
Q2 | $1.33M | Sell |
29,001
-2,720
| -9% | -$125K | 0.26% | 98 |
|
|
2022
Q1 | $1.52M | Sell |
31,721
-46,488
| -59% | -$2.23M | 0.24% | 99 |
|
|
2021
Q4 | $4.05M | Buy |
78,209
+73,721
| +1,643% | +$3.81M | 0.67% | 42 |
|
|
2021
Q3 | $232K | Sell |
4,488
-1,080
| -19% | -$55.8K | 0.06% | 214 |
|
|
2021
Q2 | $29K | Buy |
5,568
+4,568
| +457% | +$23.8K | ﹤0.01% | 589 |
|
|
2021
Q1 | $52K | Sell |
1,000
-4,618
| -82% | -$240K | 0.01% | 453 |
|
|
2020
Q4 | $294K | Buy |
5,618
+1,000
| +22% | +$52.3K | 0.05% | 239 |
|
|
2020
Q3 | $240K | Hold |
4,618
| – | – | 0.08% | 224 |
|
|
2020
Q2 | $238K | Hold |
4,618
| – | – | 0.11% | 177 |
|
|
2020
Q1 | $232K | Sell |
4,618
-662
| -13% | -$33.3K | 0.14% | 140 |
|
|
2019
Q4 | $267K | Sell |
5,280
-596
| -10% | -$30.1K | 0.13% | 152 |
|
|
2019
Q3 | $298K | Hold |
5,876
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $295K | Sell |
5,876
-285
| -5% | -$14.3K | 0.17% | 120 |
|
|
2019
Q1 | $304K | Hold |
6,161
| – | – | 0.17% | 104 |
|
|
2018
Q4 | $297K | Buy |
6,161
+285
| +5% | +$13.7K | 0.2% | 91 |
|
|
2018
Q3 | $279K | Sell |
5,876
-56
| -0.9% | -$2.66K | 0.16% | 97 |
|
|
2018
Q2 | $285K | Hold |
5,932
| – | – | 0.17% | 90 |
|
|
2018
Q1 | $285K | Buy |
5,932
+2,253
| +61% | +$108K | 0.18% | 88 |
|
|
2017
Q4 | $180K | Buy |
+3,679
| New | +$180K | 0.11% | 127 |
|