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

Total Clarity 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
Q4 		– Sell
-5,803
Closed -$264K – 331
2025
Q3 		$264K Buy
5,803
+476
+9% +$21.3K 0.07% 237
2025
Q2 		$238K Buy
+5,327
New +$237K 0.07% 245

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Total Clarity Wealth Management's TFI Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025, closing a stake of 5,803 shares — an estimated $264K sold.

Total Clarity Wealth Management first reported a position in TFI in Q2 2025 and held it in 2 quarters. The position peaked at $264K in Q3 2025. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

  • Total Clarity Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5,803 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2025, an estimated $264K.
  • Total Clarity Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
  • Total Clarity Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $264K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.