Washington Trust’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Washington Trust’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 Q1	–	Sell	-256	Closed	-$11.7K	–	850
2024 Q4	$11.7K	Hold	256	–	–	﹤0.01%	651
2024 Q3	$12K	Hold	256	–	–	﹤0.01%	649
2024 Q2	$11.7K	Hold	256	–	–	﹤0.01%	647
2024 Q1	$11.9K	Hold	256	–	–	﹤0.01%	643
2023 Q4	$12K	Hold	256	–	–	﹤0.01%	615
2023 Q3	$11.2K	Hold	256	–	–	﹤0.01%	609
2023 Q2	$11.8K	Hold	256	–	–	﹤0.01%	627
2023 Q1	$12K	Hold	256	–	–	﹤0.01%	638
2022 Q4	$11.7K	Hold	256	–	–	﹤0.01%	633
2022 Q3	$11K	Hold	256	–	–	﹤0.01%	637
2022 Q2	$12K	Hold	256	–	–	﹤0.01%	636
2022 Q1	$12K	Buy	+256	New	+$12.8K	﹤0.01%	657

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Washington Trust's TFI Position: Q1 2025 in Review

Washington Trust sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2025, closing a stake of 256 shares — an estimated $11.7K sold.

Washington Trust first reported a position in TFI in Q1 2022 and held it in 12 quarters. The position peaked at $12K in Q4 2023. 308 funds tracked by Wall St. Rank hold TFI as of Q1 2025.

Washington Trust reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 256 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2025, an estimated $11.7K.
Washington Trust first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 12 quarters.
Washington Trust's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $12K in Q4 2023.
308 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.