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Forefront Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Forefront Wealth Partners’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 		– Sell
-18,217
Closed -$831K – 204
2025
Q2 		$831K Buy
18,217
+3,171
+21% +$141K 0.57% 46
2025
Q1 		$678K Sell
15,046
-3,171
-17% -$145K 0.46% 51
2024
Q4 		$831K Buy
+18,217
New +$840K 0.62% 44

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forefront Wealth Partners's TFI Position: Q3 2025 in Review

Forefront Wealth Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 18,217 shares — an estimated $831K sold.

Forefront Wealth Partners first reported a position in TFI in Q4 2024 and held it in 3 quarters. The position peaked at $831K in Q2 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

  • Forefront Wealth Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 18,217 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $831K.
  • Forefront Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Forefront Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $831K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Forefront Wealth Partners's 13F filing for Q3 2025, filed 20 Oct 2025.