CIBC Private Wealth Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CIBC Private Wealth Group’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 Q4	$513K	Sell	11,232 -2,329	-17%	-$106K	﹤0.01%	873
2025 Q3	$618K	Sell	13,561 -3,149	-19%	-$141K	﹤0.01%	805
2025 Q2	$746K	Sell	16,710 -2,712	-14%	-$120K	﹤0.01%	724
2025 Q1	$851K	Sell	19,422 -698	-3%	-$31.8K	﹤0.01%	678
2024 Q4	$916K	Sell	20,120 -489	-2%	-$22.6K	﹤0.01%	710
2024 Q3	$965K	Sell	20,609 -3,378	-14%	-$157K	﹤0.01%	690
2024 Q2	$1.1M	Buy	23,987 +986	+4%	+$45.1K	﹤0.01%	648
2024 Q1	$1.06M	Buy	+23,001	New	+$1.07M	﹤0.01%	661
2019 Q4	–	Sell	-48,063	Closed	-$2.44M	–	927
2019 Q3	$2.44M	Buy	+48,063	New	+$2.44M	0.01%	433

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC Private Wealth Group's TFI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 17% in Q4 2025, selling an estimated $106K and leaving 11,232 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

CIBC Private Wealth Group first reported a position in TFI in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.44M in Q3 2019. 322 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

CIBC Private Wealth Group held 11,232 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $513K as of Q4 2025.
CIBC Private Wealth Group sold 2,329 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $106K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #873 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and has held it in 9 quarters since.
CIBC Private Wealth Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.44M in Q3 2019.
322 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.