Global Financial Private Client’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Global Financial Private Client’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	-250	Closed	-$11.3K	–	1445
2025 Q1	$11.3K	Hold	250	–	–	﹤0.01%	556
2024 Q4	$11.4K	Hold	250	–	–	﹤0.01%	533
2024 Q3	$11.7K	Hold	250	–	–	﹤0.01%	521
2024 Q2	$11.4K	Hold	250	–	–	﹤0.01%	435
2024 Q1	$11.6K	Hold	250	–	–	0.01%	447
2023 Q4	$11.8K	Hold	250	–	–	0.01%	440
2023 Q3	$10.8K	Hold	250	–	–	0.01%	429
2023 Q2	$11.5K	Hold	250	–	–	0.01%	419
2023 Q1	$11.7K	Sell	250 -8,143	-97%	-$377K	0.01%	427
2022 Q4	$383K	Buy	8,393 +5,466	+187%	+$245K	0.21%	101
2022 Q3	$129K	Buy	2,927 +2,423	+481%	+$111K	0.07%	172
2022 Q2	$23.2K	Buy	504 +109	+28%	+$5.03K	0.01%	331
2022 Q1	$18.9K	Buy	395 +394	+39,400%	+$19.6K	0.01%	353
2021 Q4	$52	Hold	1	–	–	﹤0.01%	643
2021 Q3	$52	Hold	1	–	–	﹤0.01%	598
2021 Q2	$52	Hold	1	–	–	﹤0.01%	601
2021 Q1	$52	Hold	1	–	–	﹤0.01%	572
2020 Q4	$52	Hold	1	–	–	﹤0.01%	557
2020 Q3	$52	Buy	+1	New	+$52	﹤0.01%	465

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Financial Private Client's TFI Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 250 shares — an estimated $11.3K sold.

Global Financial Private Client first reported a position in TFI in Q3 2020 and held it in 19 quarters. The position peaked at $383K in Q4 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 250 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $11.3K.
Global Financial Private Client first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and held it in 19 quarters.
Global Financial Private Client's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $383K in Q4 2022.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.