L.M. Kohn & Company’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

L.M. Kohn & Company’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	-6,250	Closed	-$282K	–	300
2025 Q1	$282K	Hold	6,250	–	–	0.07%	211
2024 Q4	$285K	Sell	6,250 -1,372	-18%	-$63.3K	0.07%	203
2024 Q3	$357K	Hold	7,622	–	–	0.09%	187
2024 Q2	$349K	Sell	7,622 -1,000	-12%	-$45.8K	0.09%	179
2024 Q1	$401K	Hold	8,622	–	–	0.11%	166
2023 Q4	$405K	Buy	8,622 +122	+1%	+$5.47K	0.13%	143
2023 Q3	$371K	Sell	8,500 -1,000	-11%	-$45.4K	0.14%	141
2023 Q2	$439K	Hold	9,500	–	–	0.17%	133
2023 Q1	$445K	Hold	9,500	–	–	0.18%	127
2022 Q4	$433K	Hold	9,500	–	–	0.2%	122
2022 Q3	$418K	Sell	9,500 -1,500	-14%	-$69K	0.2%	121
2022 Q2	$505K	Hold	11,000	–	–	0.24%	107
2022 Q1	$527K	Buy	+11,000	New	+$548K	0.2%	122

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

L.M. Kohn & Company's TFI Position: Q2 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 6,250 shares — an estimated $282K sold.

L.M. Kohn & Company first reported a position in TFI in Q1 2022 and held it in 13 quarters. The position peaked at $527K in Q1 2022. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

L.M. Kohn & Company reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 6,250 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $282K.
L.M. Kohn & Company first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 13 quarters.
L.M. Kohn & Company's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $527K in Q1 2022.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.