Belpointe Asset Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-32,427	Closed	-$1.46M	–	1024
2025 Q1	$1.46M	Buy	+32,427	New	+$1.48M	0.08%	249
2023 Q2	–	Sell	-2,427	Closed	-$114K	–	3097
2023 Q1	$114K	Buy	2,427 +631	+35%	+$29.2K	0.01%	1236
2022 Q4	$81.9K	Sell	1,796 -4,518	-72%	-$203K	0.01%	1349
2022 Q3	$278K	Buy	+6,314	New	+$290K	0.02%	713
2021 Q4	–	Sell	-2,902	Closed	-$150K	–	1249
2021 Q3	$150K	Buy	2,902 +862	+42%	+$45K	0.01%	980
2021 Q2	$106K	Buy	+2,040	New	+$106K	0.01%	1107
2020 Q4	–	Sell	-2,149	Closed	-$112K	–	986
2020 Q3	$112K	Sell	2,149 -1,520	-41%	-$79.2K	0.01%	738
2020 Q2	$190K	Buy	+3,669	New	+$187K	0.02%	541
2020 Q1	–	Sell	-2,135	Closed	-$108K	–	775
2019 Q4	$108K	Sell	2,135 -486	-19%	-$24.6K	0.01%	757
2019 Q3	$133K	Buy	+2,621	New	+$133K	0.02%	592

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

Belpointe Asset Management's TFI Position: Q2 2025 in Review

Belpointe Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 32,427 shares — an estimated $1.46M sold.

Belpointe Asset Management first reported a position in TFI in Q3 2019 and held it in 10 quarters. The position peaked at $1.46M in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Belpointe Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 32,427 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $1.46M.
Belpointe Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 10 quarters.
Belpointe Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.46M 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 Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.