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

Angeles 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
Q2 		– Sell
-106
Closed -$4.78K – 452
2025
Q1 		$4.78K Buy
+106
New +$4.83K ﹤0.01% 364

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Fisher Asset Management
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Envestnet Asset Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Angeles Wealth Management's TFI Position: Q2 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 106 shares — an estimated $4.78K sold.

Angeles Wealth Management first reported a position in TFI in Q1 2025 and held it in 1 quarter. The position peaked at $4.78K in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Angeles Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 106 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $4.78K.
  • Angeles Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Angeles Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.78K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.