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

Betterment LLC New York $59.1B AUM 18.41% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Csenge Advisory Group's TFI Position: Q3 2025 in Review

Csenge Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 7,092 shares — an estimated $315K sold.

Csenge Advisory Group first reported a position in TFI in Q2 2022 and held it in 7 quarters. The position peaked at $318K in Q1 2025. 299 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

Csenge Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 7,092 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $315K.
Csenge Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and held it in 7 quarters.
Csenge Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $318K in Q1 2025.
299 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.