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Moser Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Moser Wealth 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
Q2 		$1.63M Buy
36,440
+1,000
+3% +$44.4K 0.78% 27
2025
Q1 		$1.6M Buy
35,440
+400
+1% +$18.2K 0.84% 28
2024
Q4 		$1.6M Sell
35,040
-1,850
-5% -$85.3K 0.83% 28
2024
Q3 		$1.73M Sell
36,890
-1,300
-3% -$60.3K 0.9% 27
2024
Q2 		$1.75M Sell
38,190
-500
-1% -$22.9K 0.95% 27
2024
Q1 		$1.8M Hold
38,690
– – 1% 25
2023
Q4 		$1.82M Sell
38,690
-100
-0.3% -$4.49K 1.16% 22
2023
Q3 		$1.7M Sell
38,790
-1,200
-3% -$54.5K 1.19% 23
2023
Q2 		$1.85M Buy
+39,990
New +$1.85M 1.24% 21
2022
Q4 		$1.96M Sell
42,950
-3,217
-7% -$144K 1.48% 19
2022
Q3 		$2.03M Buy
46,167
+4,517
+11% +$208K 1.59% 15
2022
Q2 		$1.91M Hold
41,650
– – 1.42% 19
2022
Q1 		$1.99M Sell
41,650
-150
-0.4% -$7.48K 1.25% 22
2021
Q4 		$2.16M Sell
41,800
-900
-2% -$46.4K 1.31% 22
2021
Q3 		$2.2M Hold
42,700
– – 1.41% 18
2021
Q2 		$2.23M Buy
42,700
+4,200
+11% +$219K 1.43% 17
2021
Q1 		$1.99M Buy
38,500
+2,000
+5% +$104K 1.4% 18
2020
Q4 		$1.92M Buy
36,500
+2,750
+8% +$143K 1.41% 18
2020
Q3 		$1.75M Buy
33,750
+4,238
+14% +$221K 1.39% 16
2020
Q2 		$1.52M Buy
29,512
+500
+2% +$25.5K 1.45% 17
2020
Q1 		$1.45M Sell
29,012
-200
-0.7% -$10.2K 1.69% 15
2019
Q4 		$1.48M Buy
+29,212
New +$1.48M 1.42% 16

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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

Moser Wealth Advisors's TFI Position: Q2 2025 in Review

Moser Wealth Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 2.8% in Q2 2025, buying an estimated $44.4K and bringing the position to 36,440 shares worth $1.63M. The position accounts for 0.78% of the portfolio, ranked #27.

Moser Wealth Advisors first reported a position in TFI in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.23M in Q2 2021. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • Moser Wealth Advisors held 36,440 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.63M as of Q2 2025.
  • Moser Wealth Advisors bought 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $44.4K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.78% of Moser Wealth Advisors's portfolio in Q2 2025, its #27 holding.
  • Moser Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.23M in Q2 2021.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.