Strive Asset Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Strive Asset 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 Q4	–	Sell	-9,510	Closed	-$433K	–	158
2025 Q3	$433K	Buy	9,510 +2,070	+28%	+$92.7K	0.24%	44
2025 Q2	$332K	Sell	7,440 -1,422	-16%	-$63.2K	0.2%	61
2025 Q1	$399K	Sell	8,862 -44,405	-83%	-$2.02M	0.28%	82
2024 Q4	$2.43M	Buy	+53,267	New	+$2.46M	1.82%	13

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

Strive Asset Management's TFI Position: Q4 2025 in Review

Strive Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025, closing a stake of 9,510 shares — an estimated $433K sold.

Strive Asset Management first reported a position in TFI in Q4 2024 and held it in 4 quarters. The position peaked at $2.43M in Q4 2024. 322 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

Strive Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 9,510 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $433K.
Strive Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
Strive Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.43M in Q4 2024.
322 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.