Sound Income Strategies’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sound Income Strategies’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	-836	Closed	-$37.7K	–	1705
2025 Q1	$37.7K	Hold	836	–	–	﹤0.01%	567
2024 Q4	$38.1K	Hold	836	–	–	﹤0.01%	536
2024 Q3	$39.1K	Hold	836	–	–	﹤0.01%	500
2024 Q2	$38.2K	Hold	836	–	–	﹤0.01%	489
2024 Q1	$38.9K	Hold	836	–	–	﹤0.01%	462
2023 Q4	$39.3K	Sell	836 -381	-31%	-$17.1K	﹤0.01%	453
2023 Q3	$53.2K	Buy	+1,217	New	+$55.3K	﹤0.01%	299

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

Sound Income Strategies's TFI Position: Q2 2025 in Review

Sound Income Strategies sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2025, closing a stake of 836 shares — an estimated $37.7K sold.

Sound Income Strategies first reported a position in TFI in Q3 2023 and held it in 7 quarters. The position peaked at $53.2K in Q3 2023. 300 funds tracked by Wall St. Rank hold TFI as of Q2 2025.

Sound Income Strategies reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 836 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2025, an estimated $37.7K.
Sound Income Strategies first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Sound Income Strategies's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $53.2K in Q3 2023.
300 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.