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Calton & Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Calton & Associates’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
Q3 		– Sell
-5,574
Closed -$249K – 459
2025
Q2 		$249K Buy
+5,574
New +$248K 0.04% 318
2022
Q1 		– Sell
-3,928
Closed -$203K – 406
2021
Q4 		$203K Buy
+3,928
New +$203K 0.05% 347

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Calton & Associates's TFI Position: Q3 2025 in Review

Calton & Associates sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 5,574 shares — an estimated $249K sold.

Calton & Associates first reported a position in TFI in Q4 2021 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

  • Calton & Associates reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 5,574 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $249K.
  • Calton & Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Calton & Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $249K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.