Intrua Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Intrua Financial’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	-6,864	Closed	-$309K	–	394
2025 Q1	$309K	Sell	6,864 -331	-5%	-$15.1K	0.05%	272
2024 Q4	$328K	Sell	7,195 -6,530	-48%	-$301K	0.05%	265
2024 Q3	$643K	Sell	13,725 -1	-0%	-$46	0.1%	179
2024 Q2	$628K	Hold	13,726	–	–	0.09%	186
2024 Q1	$638K	Sell	13,726 -471	-3%	-$22K	0.09%	203
2023 Q4	$667K	Buy	+14,197	New	+$637K	0.1%	181

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

Intrua Financial's TFI Position: Q2 2025 in Review

Intrua Financial sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 6,864 shares — an estimated $309K sold.

Intrua Financial first reported a position in TFI in Q4 2023 and held it in 6 quarters. The position peaked at $667K in Q4 2023. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Intrua Financial reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Intrua Financial sold 6,864 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $309K.
Intrua Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
Intrua Financial's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $667K in Q4 2023.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.