Janney Montgomery Scott’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Janney Montgomery Scott’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	-6,719	Closed	-$307K	–	2868
2024 Q4	$307K	Buy	+6,719	New	+$310K	﹤0.01%	2295
2024 Q3	–	Sell	-6,060	Closed	-$277K	–	2844
2024 Q2	$277K	Sell	6,060 -44	-0.7%	-$2.02K	﹤0.01%	2256
2024 Q1	$284K	Buy	6,104 +248	+4%	+$11.6K	﹤0.01%	2376
2023 Q4	$275K	Buy	+5,856	New	+$263K	﹤0.01%	2277

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

Janney Montgomery Scott's TFI Position: Q1 2025 in Review

Janney Montgomery Scott sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 6,719 shares — an estimated $307K sold.

Janney Montgomery Scott first reported a position in TFI in Q4 2023 and held it in 4 quarters. The position peaked at $307K in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Janney Montgomery Scott reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Janney Montgomery Scott sold 6,719 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $307K.
Janney Montgomery Scott first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Janney Montgomery Scott's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $307K in Q4 2024.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.