Principal Securities’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Principal Securities’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	-1,569	Closed	-$71.5K	–	3292
2025 Q3	$71.5K	Sell	1,569 -1,438	-48%	-$64.4K	﹤0.01%	1772
2025 Q2	$134K	Sell	3,007 -181	-6%	-$8.04K	﹤0.01%	1409
2025 Q1	$145K	Buy	3,188 +131	+4%	+$5.97K	﹤0.01%	1266
2024 Q4	$139K	Buy	3,057 +720	+31%	+$33.2K	﹤0.01%	1281
2024 Q3	$109K	Sell	2,337 -22	-0.9%	-$1.02K	﹤0.01%	1359
2024 Q2	$108K	Buy	2,359 +22	+0.9%	+$1.01K	﹤0.01%	1296
2024 Q1	$109K	Hold	2,337	–	–	﹤0.01%	1249
2023 Q4	$110K	Buy	+2,337	New	+$105K	﹤0.01%	1157

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Principal Securities's TFI Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025, closing a stake of 1,569 shares — an estimated $71.5K sold.

Principal Securities first reported a position in TFI in Q4 2023 and held it in 8 quarters. The position peaked at $145K in Q1 2025. 322 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

Principal Securities reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,569 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $71.5K.
Principal Securities first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $145K in Q1 2025.
322 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.