LGT Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

LGT Financial 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 Q4	–	Sell	-204	Closed	-$9.3K	–	366
2025 Q3	$9.3K	Buy	+204	New	+$9.14K	0.02%	238
2025 Q2	–	Sell	-304	Closed	-$13.7K	–	629
2025 Q1	$13.7K	Sell	304 -825	-73%	-$37.6K	0.04%	166
2024 Q4	$51.5K	Buy	1,129 +741	+191%	+$34.2K	0.11%	143
2024 Q3	$18.2K	Buy	388 +3	+0.8%	+$139	0.04%	301
2024 Q2	$17.6K	Sell	385 -2,746	-88%	-$126K	0.04%	332
2024 Q1	$146K	Sell	3,131 -1	-0%	-$47	0.17%	143
2023 Q4	$147K	Sell	3,132 -370	-11%	-$16.6K	0.18%	133
2023 Q3	$153K	Sell	3,502 -1,499	-30%	-$68.1K	0.19%	115
2023 Q2	$231K	Buy	+5,001	New	+$232K	0.25%	105

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.94% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LGT Financial Advisors's TFI Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025, closing a stake of 204 shares — an estimated $9.3K sold.

LGT Financial Advisors first reported a position in TFI in Q2 2023 and held it in 9 quarters. The position peaked at $231K in Q2 2023. 321 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

LGT Financial Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 204 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $9.3K.
LGT Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2023 and held it in 9 quarters.
LGT Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $231K in Q2 2023.
321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.