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NorthRock Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

NorthRock Partners’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
-42
Closed -$1.89K – 912
2025
Q1 		$1.89K Hold
42
– – ﹤0.01% 827
2024
Q4 		$1.92K Buy
+42
New +$1.94K ﹤0.01% 754

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Morgan Stanley
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Fisher Asset Management
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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

NorthRock Partners's TFI Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 42 shares — an estimated $1.89K sold.

NorthRock Partners first reported a position in TFI in Q4 2024 and held it in 2 quarters. The position peaked at $1.92K in Q4 2024. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

  • NorthRock Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 42 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $1.89K.
  • NorthRock Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • NorthRock Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.92K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.