Csenge Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Csenge Advisory 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 Q3	–	Sell	-7,092	Closed	-$315K	–	775
2025 Q2	$315K	Sell	7,092 -100	-1%	-$4.44K	0.02%	543
2025 Q1	$318K	Buy	7,192 +2,060	+40%	+$93.9K	0.02%	516
2024 Q4	$234K	Buy	5,132 +384	+8%	+$17.7K	0.01%	619
2024 Q3	$220K	Buy	+4,748	New	+$220K	0.01%	643
2024 Q1	–	Sell	-5,364	Closed	-$252K	–	745
2023 Q4	$252K	Buy	+5,364	New	+$241K	0.02%	568
2022 Q4	–	Sell	-5,392	Closed	-$237K	–	659
2022 Q3	$237K	Buy	5,392 +264	+5%	+$12.1K	0.02%	522
2022 Q2	$235K	Buy	+5,128	New	+$237K	0.02%	502

Other funds holding TFI

Bank of America

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

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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return