Abound Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Abound Wealth 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
2025 Q3	–	Sell	-809	Closed	-$36.1K	–	1409
2025 Q2	$36.1K	Buy	+809	New	+$35.9K	0.01%	247
2023 Q4	–	Sell	-1,181	Closed	-$51.6K	–	1398
2023 Q3	$51.6K	Buy	1,181 +1,128	+2,128%	+$51.3K	0.02%	129
2023 Q2	$2.45K	Sell	53 -125	-70%	-$5.79K	﹤0.01%	614
2023 Q1	$8.33K	Buy	+178	New	+$8.25K	﹤0.01%	309

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's TFI Position: Q3 2025 in Review

Abound Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 809 shares — an estimated $36.1K sold.

Abound Wealth Management first reported a position in TFI in Q1 2023 and held it in 4 quarters. The position peaked at $51.6K in Q3 2023. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

Abound Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Abound Wealth Management sold 809 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $36.1K.
Abound Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and held it in 4 quarters.
Abound Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $51.6K in Q3 2023.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.