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

My Legacy 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	$220K	Sell	4,925 -163	-3%	-$7.24K	0.08%	202
2025 Q1	$229K	Sell	5,088 -2,645	-34%	-$121K	0.09%	197
2024 Q4	$350K	Sell	7,733 -144	-2%	-$6.64K	0.14%	157
2024 Q3	$369K	Sell	7,877 -1,734	-18%	-$80.4K	0.15%	159
2024 Q2	$440K	Sell	9,611 -221	-2%	-$10.1K	0.14%	159
2024 Q1	$457K	Sell	9,832 -71	-0.7%	-$3.32K	0.15%	158
2023 Q4	$466K	Buy	9,903 +81	+0.8%	+$3.63K	0.17%	154
2023 Q3	$424K	Sell	9,822 -51,165	-84%	-$2.33M	0.17%	154
2023 Q2	$2.82M	Buy	60,987 +21,759	+55%	+$1.01M	1.11%	16
2023 Q1	$1.85M	Buy	39,228 +2,161	+6%	+$100K	0.79%	30
2022 Q4	$1.74M	Sell	37,067 -2,813	-7%	-$126K	0.74%	30
2022 Q3	$1.77M	Buy	39,880 +10,225	+34%	+$470K	0.89%	21
2022 Q2	$1.38M	Buy	+29,655	New	+$1.37M	0.69%	31

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $374B AUM 17.66% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's TFI Position: Q2 2025 in Review

My Legacy Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.2% in Q2 2025, selling an estimated $7.24K and leaving 4,925 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #202.

My Legacy Advisors first reported a position in TFI in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q2 2023. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

My Legacy Advisors held 4,925 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $220K as of Q2 2025.
My Legacy Advisors sold 163 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $7.24K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #202 holding.
My Legacy Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.82M in Q2 2023.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.