Engineers Gate Manager’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Engineers Gate Manager’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	–	Sell	-6,498	Closed	-$296K	–	2539
2025 Q3	$296K	Sell	6,498 -2,314	-26%	-$104K	﹤0.01%	1747
2025 Q2	$394K	Buy	+8,812	New	+$392K	﹤0.01%	1589
2025 Q1	–	Sell	-13,175	Closed	-$601K	–	2578
2024 Q4	$601K	Buy	+13,175	New	+$608K	0.01%	1311

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Engineers Gate Manager's TFI Position: Q4 2025 in Review

Engineers Gate Manager sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025, closing a stake of 6,498 shares — an estimated $296K sold.

Engineers Gate Manager first reported a position in TFI in Q4 2024 and held it in 3 quarters. The position peaked at $601K in Q4 2024. 322 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

Engineers Gate Manager reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Engineers Gate Manager sold 6,498 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $296K.
Engineers Gate Manager first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
Engineers Gate Manager's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $601K in Q4 2024.
322 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.