Grove Bank & Trust’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Grove Bank & Trust’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	-1	Closed	-$46	–	865
2024 Q4	$46	Hold	1	–	–	﹤0.01%	780
2024 Q3	$47	Sell	1 -728	-100%	-$33.8K	﹤0.01%	734
2024 Q2	$33.4K	Hold	729	–	–	0.01%	385
2024 Q1	$33.9K	Buy	+729	New	+$34K	0.01%	403
2023 Q2	–	Sell	-417	Closed	-$19.5K	–	728
2023 Q1	$19.5K	Buy	417 +1	+0.2%	+$46	﹤0.01%	460
2022 Q4	$19K	Buy	+416	New	+$18.7K	﹤0.01%	465
2017 Q1	–	Sell	-45	Closed	-$2K	–	576
2016 Q4	$2K	Hold	45	–	–	﹤0.01%	556
2016 Q3	$2K	Hold	45	–	–	﹤0.01%	236
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	264
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	258
2015 Q4	$2K	Buy	+45	New	+$2.17K	﹤0.01%	326

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grove Bank & Trust's TFI Position: Q1 2025 in Review

Grove Bank & Trust sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 1 share — an estimated $46 sold.

Grove Bank & Trust first reported a position in TFI in Q4 2015 and held it in 11 quarters. The position peaked at $33.9K in Q1 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Grove Bank & Trust reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Grove Bank & Trust sold 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q1 2025, an estimated $46.
Grove Bank & Trust first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and held it in 11 quarters.
Grove Bank & Trust's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $33.9K in Q1 2024.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Grove Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.