Avantax Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Avantax Advisory Services’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	$2.71M	Buy	60,719 +8,942	+17%	+$397K	0.01%	662
2025 Q1	$2.33M	Sell	51,777 -23,065	-31%	-$1.05M	0.01%	677
2024 Q4	$3.41M	Buy	74,842 +24,678	+49%	+$1.14M	0.02%	517
2024 Q3	$2.35M	Sell	50,164 -21,058	-30%	-$976K	0.02%	621
2024 Q2	$3.26M	Buy	71,222 +21,488	+43%	+$984K	0.02%	497
2024 Q1	$2.31M	Sell	49,734 -32,968	-40%	-$1.54M	0.02%	501
2023 Q4	$3.89M	Buy	82,702 +46,700	+130%	+$2.09M	0.04%	325
2023 Q3	$1.57M	Buy	+36,002	New	+$1.64M	0.02%	540
2023 Q1	–	Sell	-147,467	Closed	-$6.73M	–	1543
2022 Q4	$6.73M	Buy	+147,467	New	+$6.62M	0.09%	178
2022 Q3	–	Sell	-8,452	Closed	-$388K	–	1378
2022 Q2	$388K	Buy	+8,452	New	+$390K	0.01%	892
2020 Q3	–	Sell	-5,358	Closed	-$275K	–	1394
2020 Q2	$275K	Sell	5,358 -12,967	-71%	-$660K	0.01%	681
2020 Q1	$915K	Buy	+18,325	New	+$931K	0.03%	319

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

Avantax Advisory Services's TFI Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 17% in Q2 2025, buying an estimated $397K and bringing the position to 60,719 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #662.

Avantax Advisory Services first reported a position in TFI in Q1 2020 and has held it in 12 quarters since. The position peaked at $6.73M in Q4 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Avantax Advisory Services held 60,719 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.71M as of Q2 2025.
Avantax Advisory Services bought 8,942 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $397K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #662 holding.
Avantax Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and has held it in 12 quarters since.
Avantax Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6.73M in Q4 2022.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.