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Bowman & Company’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bowman & Company’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
-28,153
Closed -$1.27M – 116
2025
Q1 		$1.27M Buy
28,153
+6,896
+32% +$314K 0.62% 53
2024
Q4 		$970K Buy
+21,257
New +$980K 0.5% 59

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bowman & Company's TFI Position: Q2 2025 in Review

Bowman & Company sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 28,153 shares — an estimated $1.27M sold.

Bowman & Company first reported a position in TFI in Q4 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Bowman & Company reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bowman & Company sold 28,153 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $1.27M.
  • Bowman & Company first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Bowman & Company's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.27M 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 Bowman & Company's 13F filing for Q2 2025, filed 9 Jul 2025.