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

EPG Wealth Management’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
-6,707
Closed -$302K – 414
2025
Q1 		$302K Buy
6,707
+34
+0.5% +$1.55K 0.08% 194
2024
Q4 		$304K Buy
6,673
+68
+1% +$3.14K 0.08% 195
2024
Q3 		$309K Buy
+6,605
New +$306K 0.08% 201
2024
Q2 		– Sell
-6,508
Closed -$298K – 214
2024
Q1 		$303K Buy
6,508
+15
+0.2% +$701 0.07% 218
2023
Q4 		$301K Buy
6,493
+75
+1% +$3.36K 0.08% 205
2023
Q3 		$280K Buy
6,418
+39
+0.6% +$1.77K 0.08% 198
2023
Q2 		$294K Buy
6,379
+35
+0.6% +$1.62K 0.09% 191
2023
Q1 		$297K Buy
6,344
+25
+0.4% +$1.16K 0.09% 186
2022
Q4 		$288K Buy
6,319
+43
+0.7% +$1.93K 0.11% 167
2022
Q3 		$276K Buy
6,276
+29
+0.5% +$1.33K 0.11% 165
2022
Q2 		$286K Buy
6,247
+26
+0.4% +$1.2K 0.12% 162
2022
Q1 		$298K Sell
6,221
-4,243
-41% -$211K 0.1% 174
2021
Q4 		$541K Buy
10,464
+56
+0.5% +$2.89K 0.19% 108
2021
Q3 		$537K Buy
10,408
+44
+0.4% +$2.29K 0.22% 101
2021
Q2 		$540K Buy
+10,364
New +$539K 0.23% 101
2020
Q3 		– Sell
-16,809
Closed -$868K – 146
2020
Q2 		$868K Sell
16,809
-50
-0.3% -$2.55K 0.62% 43
2020
Q1 		$843K Buy
+16,859
New +$856K 0.62% 40

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's TFI Position: Q2 2025 in Review

EPG Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 6,707 shares — an estimated $302K sold.

EPG Wealth Management first reported a position in TFI in Q1 2020 and held it in 17 quarters. The position peaked at $868K in Q2 2020. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • EPG Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 6,707 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $302K.
  • EPG Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2020 and held it in 17 quarters.
  • EPG Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $868K in Q2 2020.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.