Annis Gardner Whiting Capital Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-666	Closed	-$30K	–	1354
2025 Q1	$30K	Buy	+666	New	+$30.4K	0.01%	402

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's TFI Position: Q2 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 666 shares — an estimated $30K sold.

Annis Gardner Whiting Capital Advisors first reported a position in TFI in Q1 2025 and held it in 1 quarter. The position peaked at $30K in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 666 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $30K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $30K 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 Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.