Badgley Phelps Wealth Managers’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Badgley Phelps Wealth Managers’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	-7,193	Closed	-$324K	–	305
2025 Q1	$324K	Sell	7,193 -3,935	-35%	-$179K	0.01%	248
2024 Q4	$508K	Hold	11,128	–	–	0.01%	210
2024 Q3	$521K	Hold	11,128	–	–	0.01%	206
2024 Q2	$509K	Hold	11,128	–	–	0.01%	196
2024 Q1	$517K	Buy	+11,128	New	+$520K	0.01%	193

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

Badgley Phelps Wealth Managers's TFI Position: Q2 2025 in Review

Badgley Phelps Wealth Managers sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 7,193 shares — an estimated $324K sold.

Badgley Phelps Wealth Managers first reported a position in TFI in Q1 2024 and held it in 5 quarters. The position peaked at $521K in Q3 2024. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Badgley Phelps Wealth Managers reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 7,193 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $324K.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
Badgley Phelps Wealth Managers's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $521K in Q3 2024.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2025, filed 16 Jul 2025.