EFG Asset Management (Americas)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

EFG Asset Management (Americas)’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	$1.93M	Buy	42,331 +5,922	+16%	+$265K	0.33%	92
2025 Q2	$1.63M	Buy	36,409 +1,399	+4%	+$62.2K	0.3%	99
2025 Q1	$1.58M	Buy	35,010 +282	+0.8%	+$12.9K	0.32%	95
2024 Q4	$1.58M	Sell	34,728 -4,867	-12%	-$224K	0.31%	94
2024 Q3	$1.85M	Buy	39,595 +2,398	+6%	+$111K	0.36%	82
2024 Q2	$1.7M	Buy	+37,197	New	+$1.7M	0.33%	85
2024 Q1	–	Sell	-36,590	Closed	-$1.72M	–	144
2023 Q4	$1.72M	Buy	+36,590	New	+$1.64M	0.37%	81

Other funds holding TFI

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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

EFG Asset Management (Americas)'s TFI Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 16% in Q3 2025, buying an estimated $265K and bringing the position to 42,331 shares worth $1.93M. The position accounts for 0.33% of the portfolio, ranked #92.

EFG Asset Management (Americas) first reported a position in TFI in Q4 2023 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

EFG Asset Management (Americas) held 42,331 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.93M as of Q3 2025.
EFG Asset Management (Americas) bought 5,922 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $265K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.33% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #92 holding.
EFG Asset Management (Americas) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 7 quarters since.
298 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.