Harmony Asset Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Harmony Asset 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
2026 Q1	–	Sell	-4,662	Closed	-$213K	–	201
2025 Q4	$213K	Hold	4,662	–	–	0.07%	172
2025 Q3	$212K	Hold	4,662	–	–	0.07%	166
2025 Q2	$208K	Sell	4,662 -100	-2%	-$4.44K	0.08%	166
2025 Q1	$215K	Buy	+4,762	New	+$217K	0.09%	153

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Harmony Asset Management's TFI Position: Q1 2026 in Review

Harmony Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 4,662 shares — an estimated $213K sold.

Harmony Asset Management first reported a position in TFI in Q1 2025 and held it in 4 quarters. The position peaked at $215K in Q1 2025. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Harmony Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Harmony Asset Management sold 4,662 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $213K.
Harmony Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Harmony Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $215K in Q1 2025.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.