GAG
TFI icon

Goodman Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Goodman Advisory Group’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
-33,296
Closed -$1.5M – 200
2025
Q1 		$1.5M Sell
33,296
-4,366
-12% -$199K 0.46% 46
2024
Q4 		$1.72M Sell
37,662
-721
-2% -$33.3K 0.51% 46
2024
Q3 		$1.8M Hold
38,383
– – 0.51% 45
2024
Q2 		$1.76M Sell
38,383
-2,245
-6% -$103K 0.52% 40
2024
Q1 		$1.89M Buy
40,628
+2,777
+7% +$130K 0.6% 37
2023
Q4 		$1.78M Sell
37,851
-87,948
-70% -$3.94M 0.61% 34
2023
Q3 		$5.5M Sell
125,799
-34,970
-22% -$1.59M 2.05% 19
2023
Q2 		$7.42M Sell
160,769
-100,255
-38% -$4.64M 2.75% 13
2023
Q1 		$12.2M Buy
261,024
+77,051
+42% +$3.57M 6.66% 3
2022
Q4 		$8.39M Sell
183,973
-198,372
-52% -$8.91M 4.88% 6
2022
Q3 		$16.8M Buy
382,345
+381,765
+65,822% +$17.6M 9.17% 4
2022
Q2 		$27K Sell
580
-69,322
-99% -$3.2M 0.01% 92
2022
Q1 		$3.35M Sell
69,902
-6,261
-8% -$312K 1.16% 28
2021
Q4 		$3.94M Buy
+76,163
New +$3.93M 1.33% 26

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

Goodman Advisory Group's TFI Position: Q2 2025 in Review

Goodman Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 33,296 shares — an estimated $1.5M sold.

Goodman Advisory Group first reported a position in TFI in Q4 2021 and held it in 14 quarters. The position peaked at $16.8M in Q3 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Goodman Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Goodman Advisory Group sold 33,296 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $1.5M.
  • Goodman Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and held it in 14 quarters.
  • Goodman Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16.8M in Q3 2022.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Goodman Advisory Group's 13F filing for Q2 2025, filed 18 Aug 2025.