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Legacy Wealth Management (Idaho)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Legacy Wealth Management (Idaho)’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
-981
Closed -$44.2K – 862
2025
Q1 		$44.2K Buy
+981
New +$44.7K 0.03% 152

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TFI Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 981 shares — an estimated $44.2K sold.

Legacy Wealth Management (Idaho) first reported a position in TFI in Q1 2025 and held it in 1 quarter. The position peaked at $44.2K in Q1 2025. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 981 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $44.2K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $44.2K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.