BOK Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

BOK Financial’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	-742	Closed	-$33.4K	–	1333
2025 Q1	$33.4K	Hold	742	–	–	﹤0.01%	866
2024 Q4	$33.6K	Hold	742	–	–	﹤0.01%	864
2024 Q3	$34.7K	Hold	742	–	–	﹤0.01%	869
2024 Q2	$33.9K	Buy	+742	New	+$34K	﹤0.01%	892
2022 Q1	–	Sell	-8,041	Closed	-$416K	–	1024
2021 Q4	$416K	Sell	8,041 -1,734	-18%	-$89.4K	0.01%	751
2021 Q3	$504K	Buy	+9,775	New	+$510K	0.01%	726
2021 Q1	$561K	Buy	+10,854	New	+$565K	0.01%	661
2017 Q4	–	Sell	-240	Closed	-$12K	–	1111
2017 Q3	$12K	Buy	+240	New	+$11.8K	﹤0.01%	1080

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

BOK Financial's TFI Position: Q2 2025 in Review

BOK Financial sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 742 shares — an estimated $33.4K sold.

BOK Financial first reported a position in TFI in Q3 2017 and held it in 8 quarters. The position peaked at $561K in Q1 2021. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

BOK Financial reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 742 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $33.4K.
BOK Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2017 and held it in 8 quarters.
BOK Financial's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $561K in Q1 2021.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.