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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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $245B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return