Ruedi Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ruedi Wealth Management’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	-2	Closed	-$71	–	292
2025 Q1	$71	Hold	2	–	–	﹤0.01%	330
2024 Q4	$72	Hold	2	–	–	﹤0.01%	332
2024 Q3	$91	Hold	2	–	–	﹤0.01%	341
2024 Q2	$72	Hold	2	–	–	﹤0.01%	484
2024 Q1	$73	Sell	2 -72	-97%	-$3.36K	﹤0.01%	258
2023 Q4	$3.49K	Buy	74 +39	+111%	+$1.75K	﹤0.01%	188
2023 Q3	$1.54K	Buy	35 +34	+3,400%	+$1.54K	﹤0.01%	190
2023 Q2	$36	Hold	1	–	–	﹤0.01%	223
2023 Q1	$32	Hold	1	–	–	﹤0.01%	258
2022 Q4	$0	Buy	+1	New	+$45	﹤0.01%	241

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

Ruedi Wealth Management's TFI Position: Q2 2025 in Review

Ruedi Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 2 shares — an estimated $71 sold.

Ruedi Wealth Management first reported a position in TFI in Q4 2022 and held it in 10 quarters. The position peaked at $3.49K in Q4 2023. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Ruedi Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 2 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $71.
Ruedi Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.49K in Q4 2023.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.