Caitlin John’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Caitlin John’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
2026 Q1	$22.7K	Hold	500	–	–	0.01%	401
2025 Q4	$22.9K	Hold	500	–	–	0.02%	425
2025 Q3	$22.8K	Buy	+500	New	+$22.4K	0.02%	379
2025 Q1	–	Sell	-800	Closed	-$36.5K	–	727
2024 Q4	$36.5K	Hold	800	–	–	0.02%	273
2024 Q3	$36.7K	Sell	800 -1,950	-71%	-$90.4K	0.02%	281
2024 Q2	$126K	Buy	+2,750	New	+$126K	0.09%	149

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Caitlin John's TFI Position: Q1 2026 in Review

Caitlin John held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q1 2026 at 500 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #401.

Caitlin John first reported a position in TFI in Q2 2024 and has held it in 6 quarters since. The position peaked at $126K in Q2 2024. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Caitlin John held 500 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $22.7K as of Q1 2026.
Caitlin John left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #401 holding.
Caitlin John first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and has held it in 6 quarters since.
Caitlin John's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $126K in Q2 2024.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.