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

Avior 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 Q1	–	Sell	-224	Closed	-$10.2K	–	2175
2024 Q4	$10.2K	Buy	224 +30	+15%	+$1.38K	﹤0.01%	1615
2024 Q3	$9.13K	Buy	194 +1	+0.5%	+$46	﹤0.01%	1588
2024 Q2	$8.85K	Buy	193 +189	+4,725%	+$8.65K	﹤0.01%	1549
2024 Q1	$186	Buy	+4	New	+$187	﹤0.01%	2905

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's TFI Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 224 shares — an estimated $10.2K sold.

Avior Wealth Management first reported a position in TFI in Q1 2024 and held it in 4 quarters. The position peaked at $10.2K in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Avior Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 224 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $10.2K.
Avior Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10.2K in Q4 2024.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.