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Lee, Danner & Bass’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Lee, Danner & Bass’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
-783
Closed -$35.7K – 655
2024
Q4 		$35.7K Buy
+783
New +$36.1K ﹤0.01% 388

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's TFI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 783 shares — an estimated $35.7K sold.

Lee, Danner & Bass first reported a position in TFI in Q4 2024 and held it in 1 quarter. The position peaked at $35.7K in Q4 2024. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 783 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $35.7K.
  • Lee, Danner & Bass first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $35.7K 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 Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.