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

Cornerstone 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
Q2 		– Sell
-35,646
Closed -$1.61M – 332
2025
Q1 		$1.61M Buy
35,646
+5,077
+17% +$232K 0.13% 116
2024
Q4 		$1.39M Buy
30,569
+1,187
+4% +$54.7K 0.11% 117
2024
Q3 		$1.38M Sell
29,382
-4,819
-14% -$223K 0.11% 117
2024
Q2 		$1.56M Sell
34,201
-1,227
-3% -$56.2K 0.14% 110
2024
Q1 		$1.65M Buy
35,428
+1,217
+4% +$56.8K 0.15% 105
2023
Q4 		$1.61M Buy
34,211
+7,587
+28% +$340K 0.23% 83
2023
Q3 		$1.16M Sell
26,624
-1,530
-5% -$69.5K 0.21% 91
2023
Q2 		$1.3M Sell
28,154
-920
-3% -$42.6K 0.24% 88
2023
Q1 		$1.36M Sell
29,074
-1,720
-6% -$79.7K 0.24% 91
2022
Q4 		$1.4M Sell
30,794
-13,807
-31% -$620K 0.27% 81
2022
Q3 		$1.96M Sell
44,601
-917
-2% -$42.2K 0.43% 69
2022
Q2 		$2.09M Buy
45,518
+3,443
+8% +$159K 0.44% 70
2022
Q1 		$2.02M Buy
42,075
+5,677
+16% +$283K 0.37% 86
2021
Q4 		$1.88M Buy
36,398
+3,358
+10% +$173K 0.32% 84
2021
Q3 		$1.7M Sell
33,040
-465
-1% -$24.2K 0.3% 87
2021
Q2 		$1.76M Sell
33,505
-238
-0.7% -$12.4K 0.36% 82
2021
Q1 		$1.76M Sell
33,743
-529
-2% -$27.5K 0.36% 91
2020
Q4 		$1.8M Buy
34,272
+609
+2% +$31.7K 0.44% 78
2020
Q3 		$1.75M Buy
33,663
+1,509
+5% +$78.7K 0.48% 62
2020
Q2 		$1.66M Buy
+32,154
New +$1.64M 0.42% 62

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Wealth Group's TFI Position: Q2 2025 in Review

Cornerstone Wealth Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 35,646 shares — an estimated $1.61M sold.

Cornerstone Wealth Group first reported a position in TFI in Q2 2020 and held it in 20 quarters. The position peaked at $2.09M in Q2 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Cornerstone Wealth Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 35,646 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $1.61M.
  • Cornerstone Wealth Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and held it in 20 quarters.
  • Cornerstone Wealth Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.09M in Q2 2022.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Cornerstone Wealth Group's 13F filing for Q2 2025, filed 28 Jul 2025.