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

Curio Wealth’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
-74
Closed -$3.31K – 369
2025
Q2 		$3.31K Buy
74
+73
+7,300% +$3.24K ﹤0.01% 256
2025
Q1 		$3.38K Sell
1
-73
-99% -$3.33K ﹤0.01% 284
2024
Q4 		$3.38K Buy
+74
New +$3.41K ﹤0.01% 254

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Curio Wealth's TFI Position: Q3 2025 in Review

Curio Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 74 shares — an estimated $3.31K sold.

Curio Wealth first reported a position in TFI in Q4 2024 and held it in 3 quarters. The position peaked at $3.38K in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

  • Curio Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Curio Wealth sold 74 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $3.31K.
  • Curio Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Curio Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.38K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Curio Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.