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

Cypress Wealth Services’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	-10,679	Closed	-$481K	–	331
2025 Q1	$481K	Buy	+10,679	New	+$487K	0.1%	161
2024 Q1	–	Sell	-6,502	Closed	-$306K	–	265
2023 Q4	$306K	Sell	6,502 -100	-2%	-$4.49K	0.08%	189
2023 Q3	$289K	Sell	6,602 -32,102	-83%	-$1.46M	0.08%	188
2023 Q2	$1.79M	Sell	38,704 -11,491	-23%	-$532K	0.47%	46
2023 Q1	$2.35M	Sell	50,195 -2,187	-4%	-$101K	0.69%	35
2022 Q4	$2.39M	Buy	52,382 +8,927	+21%	+$401K	0.77%	33
2022 Q3	$1.93M	Buy	43,455 +24,408	+128%	+$1.12M	0.66%	37
2022 Q2	$873K	Buy	19,047 +9,992	+110%	+$461K	0.28%	76
2022 Q1	$434K	Buy	9,055 +2,341	+35%	+$117K	0.12%	135
2021 Q4	$347K	Buy	+6,714	New	+$346K	0.1%	159

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Wealth Services's TFI Position: Q2 2025 in Review

Cypress Wealth Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 10,679 shares — an estimated $481K sold.

Cypress Wealth Services first reported a position in TFI in Q4 2021 and held it in 10 quarters. The position peaked at $2.39M in Q4 2022. 302 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Cypress Wealth Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Cypress Wealth Services sold 10,679 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $481K.
Cypress Wealth Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Cypress Wealth Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.39M in Q4 2022.
302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

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