Carolinas Wealth Consulting’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Carolinas Wealth Consulting’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	-1,243	Closed	-$56K	–	844
2025 Q1	$56K	Buy	1,243 +6	+0.5%	+$274	0.01%	335
2024 Q4	$56.4K	Buy	1,237 +12	+1%	+$553	0.01%	342
2024 Q3	$57.3K	Buy	1,225 +10	+0.8%	+$464	0.01%	345
2024 Q2	$55.6K	Buy	+1,215	New	+$55.6K	0.01%	352
2023 Q4	–	Sell	-15	Closed	-$647	–	1053
2023 Q3	$647	Buy	+15	New	+$682	﹤0.01%	899

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

Carolinas Wealth Consulting's TFI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 1,243 shares — an estimated $56K sold.

Carolinas Wealth Consulting first reported a position in TFI in Q3 2023 and held it in 5 quarters. The position peaked at $57.3K in Q3 2024. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,243 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $56K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
Carolinas Wealth Consulting's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $57.3K in Q3 2024.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.