Sterling Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sterling Financial Group’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 Q3	–	Sell	-175,675	Closed	-$7.85M	–	78
2025 Q2	$7.85M	Buy	175,675 +1,663	+1%	+$73.9K	2.63%	11
2025 Q1	$7.84M	Sell	174,012 -7,462	-4%	-$340K	2.83%	11
2024 Q4	$8.28M	Sell	181,474 -11,923	-6%	-$550K	3.08%	11
2024 Q3	$9.06M	Buy	193,397 +6,884	+4%	+$319K	3.87%	11
2024 Q2	$8.53M	Buy	186,513 +4,723	+3%	+$216K	3.87%	11
2024 Q1	$8.45M	Buy	181,790 +95,707	+111%	+$4.47M	4.01%	11
2023 Q4	$4.05M	Sell	86,083 -17,127	-17%	-$768K	2.4%	11
2023 Q3	$4.51M	Buy	+103,210	New	+$4.69M	2.83%	11

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Financial Group's TFI Position: Q3 2025 in Review

Sterling Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2025, closing a stake of 175,675 shares — an estimated $7.85M sold.

Sterling Financial Group first reported a position in TFI in Q3 2023 and held it in 8 quarters. The position peaked at $9.06M in Q3 2024. 298 funds tracked by Wall St. Rank hold TFI as of Q3 2025.

Sterling Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Sterling Financial Group sold 175,675 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2025, an estimated $7.85M.
Sterling Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and held it in 8 quarters.
Sterling Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9.06M in Q3 2024.
298 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.