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Freedom Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Freedom Investment 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
Q1 		– Sell
-4,527
Closed -$207K – 811
2024
Q4 		$207K Buy
+4,527
New +$209K 0.02% 709
2022
Q3 		– Sell
-4,874
Closed -$224K – 777
2022
Q2 		$224K Sell
4,874
-75
-2% -$3.46K 0.02% 660
2022
Q1 		$237K Sell
4,949
-128
-3% -$6.38K 0.02% 683
2021
Q4 		$263K Sell
5,077
-220
-4% -$11.3K 0.02% 717
2021
Q3 		$273K Sell
5,297
-256
-5% -$13.3K 0.02% 661
2021
Q2 		$289K Sell
5,553
-109
-2% -$5.67K 0.02% 687
2021
Q1 		$293K Buy
+5,662
New +$295K 0.02% 678
2018
Q2 		– Sell
-24,912
Closed -$1.2M – 1128
2018
Q1 		$1.2M Buy
24,912
+256
+1% +$12.3K 0.06% 319
2017
Q4 		$1.21M Buy
24,656
+1,875
+8% +$91.7K 0.06% 291
2017
Q3 		$1.11M Buy
22,781
+2,066
+10% +$101K 0.06% 301
2017
Q2 		$1.01M Buy
20,715
+900
+5% +$43.7K 0.06% 311
2017
Q1 		$950K Sell
19,815
-62
-0.3% -$2.96K 0.06% 309
2016
Q4 		$943K Sell
19,877
-697
-3% -$33.7K 0.06% 259
2016
Q3 		$1.03M Buy
20,574
+3,321
+19% +$167K 0.07% 227
2016
Q2 		$873K Buy
17,253
+5,258
+44% +$262K 0.06% 252
2016
Q1 		$592K Buy
11,995
+1,896
+19% +$93.3K 0.04% 345
2015
Q4 		$492K Sell
10,099
-34,104
-77% -$1.65M 0.04% 410
2015
Q3 		$1.19M Buy
44,203
+36,652
+485% +$1.75M 0.12% 127
2015
Q2 		$358K Sell
7,551
-396
-5% -$18.9K 0.04% 433
2015
Q1 		$385K Buy
7,947
+27
+0.3% +$1.31K 0.04% 393
2014
Q4 		$383K Buy
7,920
+652
+9% +$31.4K 0.05% 345
2014
Q3 		$349K Sell
7,268
-74
-1% -$3.52K 0.06% 304
2014
Q2 		$348K Sell
7,342
-831
-10% -$39.1K 0.06% 300
2014
Q1 		$380K Sell
8,173
-1,316
-14% -$60.8K 0.08% 250
2013
Q4 		$428K Buy
9,489
+460
+5% +$21K 0.11% 188
2013
Q3 		$412K Sell
9,029
-28,747
-76% -$1.29M 0.12% 147
2013
Q2 		$1.73M Buy
+37,776
New +$1.8M 0.59% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's TFI Position: Q1 2025 in Review

Freedom Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 4,527 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in TFI in Q2 2013 and held it in 27 quarters. The position peaked at $1.73M in Q2 2013. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,527 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $207K.
  • Freedom Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 27 quarters.
  • Freedom Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.73M in Q2 2013.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.