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Legacy Edge Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Legacy Edge Advisors’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
Q3 		– Sell
-10,927
Closed -$488K – 213
2025
Q2 		$488K Buy
+10,927
New +$485K 0.07% 119

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Edge Advisors's TFI Position: Q3 2025 in Review

Legacy Edge Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 10,927 shares — an estimated $488K sold.

Legacy Edge Advisors first reported a position in TFI in Q2 2025 and held it in 1 quarter. The position peaked at $488K in Q2 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

  • Legacy Edge Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 10,927 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $488K.
  • Legacy Edge Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Edge Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $488K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Legacy Edge Advisors's 13F filing for Q3 2025, filed 26 Aug 2026.