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

Magnus 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
2026 Q1	–	Sell	-12,223	Closed	-$559K	–	427
2025 Q4	$559K	Sell	12,223 -497	-4%	-$22.7K	0.04%	241
2025 Q3	$580K	Sell	12,720 -781	-6%	-$35K	0.05%	233
2025 Q2	$603K	Buy	13,501 +813	+6%	+$36.1K	0.05%	205
2025 Q1	$572K	Sell	12,688 -1,969	-13%	-$89.8K	0.06%	204
2024 Q4	$669K	Buy	14,657 +2,466	+20%	+$114K	0.06%	187
2024 Q3	$571K	Buy	12,191 +2,518	+26%	+$117K	0.06%	201
2024 Q2	$443K	Buy	9,673 +878	+10%	+$40.2K	0.05%	211
2024 Q1	$409K	Buy	8,795 +435	+5%	+$20.3K	0.05%	207
2023 Q4	$393K	Buy	+8,360	New	+$375K	0.05%	195
2022 Q3	–	Sell	-7,634	Closed	-$350K	–	287
2022 Q2	$350K	Buy	+7,634	New	+$353K	0.06%	194
2020 Q2	–	Sell	-4,630	Closed	-$232K	–	754
2020 Q1	$232K	Sell	4,630 -2,628	-36%	-$133K	0.03%	392
2019 Q4	$367K	Buy	7,258 +36	+0.5%	+$1.82K	0.05%	227
2019 Q3	$366K	Buy	7,222 +24	+0.3%	+$1.22K	0.07%	178
2019 Q2	$361K	Sell	7,198 -381	-5%	-$18.9K	0.07%	178
2019 Q1	$374K	Buy	7,579 +19	+0.3%	+$922	0.08%	156
2018 Q4	$364K	Buy	+7,560	New	+$358K	0.1%	134

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Magnus Financial Group's TFI Position: Q1 2026 in Review

Magnus Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 12,223 shares — an estimated $559K sold.

Magnus Financial Group first reported a position in TFI in Q4 2018 and held it in 16 quarters. The position peaked at $669K in Q4 2024. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Magnus Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 12,223 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $559K.
Magnus Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 16 quarters.
Magnus Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $669K in Q4 2024.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.