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Edge Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Edge Financial Advisors’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
Q4 		$521K Buy
11,403
+61
+0.5% +$2.79K 0.22% 82
2025
Q3 		$517K Sell
11,342
-2,660
-19% -$119K 0.23% 79
2025
Q2 		$624K Sell
14,002
-4,994
-26% -$222K 0.33% 54
2025
Q1 		$856K Buy
+18,996
New +$866K 0.54% 35

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Financial Advisors's TFI Position: Q4 2025 in Review

Edge Financial Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.54% in Q4 2025, buying an estimated $2.79K and bringing the position to 11,403 shares worth $521K. The position accounts for 0.22% of the portfolio, ranked #82.

Edge Financial Advisors first reported a position in TFI in Q1 2025 and has held it in 4 quarters since. The position peaked at $856K in Q1 2025. 321 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

  • Edge Financial Advisors held 11,403 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $521K as of Q4 2025.
  • Edge Financial Advisors bought 61 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $2.79K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.22% of Edge Financial Advisors's portfolio in Q4 2025, its #82 holding.
  • Edge Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $856K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.