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Aveo Capital Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-16,978
Closed -$775K – 320
2024
Q4 		$775K Buy
16,978
+290
+2% +$13.4K 0.08% 152
2024
Q3 		$781K Buy
16,688
+335
+2% +$15.5K 0.08% 153
2024
Q2 		$748K Hold
16,353
– – 0.08% 152
2024
Q1 		$750K Sell
16,353
-1,513
-8% -$70.7K 0.08% 171
2023
Q4 		$840K Sell
17,866
-39,035
-69% -$1.75M 0.1% 143
2023
Q3 		$2.49M Buy
56,901
+424
+0.8% +$19.3K 0.33% 81
2023
Q2 		$2.61M Sell
56,477
-73,902
-57% -$3.42M 0.33% 79
2023
Q1 		$6.1M Buy
130,379
+8,023
+7% +$372K 0.81% 35
2022
Q4 		$5.58M Buy
122,356
+85,926
+236% +$3.86M 0.84% 35
2022
Q3 		$1.6M Sell
36,430
-31,325
-46% -$1.44M 0.28% 76
2022
Q2 		$3.11M Buy
+67,755
New +$3.13M 0.51% 57
2020
Q2 		– Sell
-4,040
Closed -$202K – 141
2020
Q1 		$202K Buy
+4,040
New +$205K 0.1% 146
2019
Q4 		– Sell
-4,149
Closed -$209K – 202
2019
Q3 		$209K Buy
4,149
+171
+4% +$8.68K 0.09% 171
2019
Q2 		$201K Buy
+3,978
New +$198K 0.09% 178

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners's TFI Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 16,978 shares — an estimated $775K sold.

Aveo Capital Partners first reported a position in TFI in Q2 2019 and held it in 14 quarters. The position peaked at $6.1M in Q1 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 16,978 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $775K.
  • Aveo Capital Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2019 and held it in 14 quarters.
  • Aveo Capital Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6.1M in Q1 2023.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.