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

Larson Financial Group’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	-47	Closed	-$2.14K	–	3200
2024 Q4	$2.14K	Sell	47 -315	-87%	-$14.5K	﹤0.01%	1865
2024 Q3	$17K	Buy	362 +47	+15%	+$2.18K	﹤0.01%	1277
2024 Q2	$14.4K	Buy	315 +305	+3,050%	+$14K	﹤0.01%	1157
2024 Q1	$451	Sell	10 -291	-97%	-$13.6K	﹤0.01%	1569
2023 Q4	$14.1K	Hold	301	–	–	﹤0.01%	934
2023 Q3	$13.2K	Sell	301 -6,061	-95%	-$275K	﹤0.01%	925
2023 Q2	$294K	Sell	6,362 -29	-0.5%	-$1.34K	0.03%	256
2023 Q1	$299K	Buy	6,391 +6,018	+1,613%	+$279K	0.03%	262
2022 Q4	$17K	Buy	373 +9	+2%	+$404	﹤0.01%	728
2022 Q3	$16K	Hold	364	–	–	﹤0.01%	685
2022 Q2	$17K	Hold	364	–	–	﹤0.01%	586
2022 Q1	$17K	Hold	364	–	–	﹤0.01%	556
2021 Q4	$19K	Buy	364 +1	+0.3%	+$52	﹤0.01%	558
2021 Q3	$19K	Buy	363 +42	+13%	+$2.19K	﹤0.01%	481
2021 Q2	$17K	Hold	321	–	–	﹤0.01%	471
2021 Q1	$17K	Hold	321	–	–	0.01%	444
2020 Q4	$17K	Hold	321	–	–	0.01%	406
2020 Q3	$17K	Buy	321 +292	+1,007%	+$15.2K	0.01%	359
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	655
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	512
2019 Q4	$1K	Sell	29 -1	-3%	-$51	﹤0.01%	547
2019 Q3	$2K	Buy	+30	New	+$1.52K	﹤0.01%	446

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

Larson Financial Group's TFI Position: Q1 2025 in Review

Larson Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 47 shares — an estimated $2.14K sold.

Larson Financial Group first reported a position in TFI in Q3 2019 and held it in 22 quarters. The position peaked at $299K in Q1 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Larson Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 47 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $2.14K.
Larson Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 22 quarters.
Larson Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $299K in Q1 2023.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.