CIBC Private Wealth Group
TFI icon

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $245B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return