Godsey & Gibb Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Godsey & Gibb Inc’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	-1,142	Closed	-$51.5K	–	393
2025 Q1	$51.5K	Hold	1,142	–	–	0.01%	164
2024 Q4	$52.1K	Hold	1,142	–	–	0.01%	169
2024 Q3	$53.5K	Buy	+1,142	New	+$52.9K	0.01%	170
2023 Q3	–	Sell	-2,500	Closed	-$115K	–	373
2023 Q2	$115K	Buy	+2,500	New	+$116K	0.01%	130
2018 Q3	–	Sell	-8,700	Closed	-$417K	–	70
2018 Q2	$417K	Sell	8,700 -2,300	-21%	-$110K	0.07%	55
2018 Q1	$528K	Buy	+11,000	New	+$530K	0.09%	50

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

Godsey & Gibb Inc's TFI Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 1,142 shares — an estimated $51.5K sold.

Godsey & Gibb Inc first reported a position in TFI in Q1 2018 and held it in 6 quarters. The position peaked at $528K in Q1 2018. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Godsey & Gibb Inc reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 1,142 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $51.5K.
Godsey & Gibb Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 6 quarters.
Godsey & Gibb Inc's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $528K in Q1 2018.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.