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Concourse Financial Group Securities’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-44,176
Closed -$2.01M – 1849
2024
Q4 		$2.01M Buy
44,176
+12,233
+38% +$564K 0.11% 189
2024
Q3 		$1.5M Buy
31,943
+9,473
+42% +$439K 0.09% 224
2024
Q2 		$1.03M Buy
22,470
+5,984
+36% +$274K 0.06% 283
2024
Q1 		$766K Sell
16,486
-2,011
-11% -$93.9K 0.05% 353
2023
Q4 		$869K Buy
18,497
+3,806
+26% +$171K 0.06% 315
2023
Q3 		$642K Buy
14,691
+2,888
+24% +$131K 0.05% 361
2023
Q2 		$545K Buy
11,803
+923
+8% +$42.7K 0.04% 417
2023
Q1 		$509K Buy
10,880
+1,972
+22% +$91.4K 0.04% 428
2022
Q4 		$406K Buy
8,908
+3,215
+56% +$144K 0.03% 463
2022
Q3 		$250K Buy
5,693
+3,209
+129% +$148K 0.02% 495
2022
Q2 		$114K Sell
2,484
-256
-9% -$11.8K 0.01% 769
2022
Q1 		$131K Buy
2,740
+122
+5% +$6.08K 0.01% 769
2021
Q4 		$135K Sell
2,618
-39
-1% -$2.01K 0.01% 878
2021
Q3 		$137K Buy
2,657
+180
+7% +$9.39K 0.01% 858
2021
Q2 		$129K Buy
2,477
+74
+3% +$3.85K 0.01% 875
2021
Q1 		$124K Buy
2,403
+32
+1% +$1.67K 0.01% 845
2020
Q4 		$124K Buy
2,371
+930
+65% +$48.4K 0.01% 796
2020
Q3 		$75K Hold
1,441
– – 0.01% 890
2020
Q2 		$74K Hold
1,441
– – 0.01% 827
2020
Q1 		$72K Buy
1,441
+1,243
+628% +$63.1K 0.01% 762
2019
Q4 		$10K Buy
+198
New +$10K ﹤0.01% 1451
2019
Q2 		– Sell
-75
Closed -$3.73K – 2387
2019
Q1 		$3K Hold
75
– – ﹤0.01% 1951
2018
Q4 		$3K Buy
+75
New +$3.55K ﹤0.01% 1855

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's TFI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 44,176 shares — an estimated $2.01M sold.

Concourse Financial Group Securities first reported a position in TFI in Q4 2018 and held it in 23 quarters. The position peaked at $2.01M in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 44,176 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $2.01M.
  • Concourse Financial Group Securities first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 23 quarters.
  • Concourse Financial Group Securities's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.01M in Q4 2024.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.