1620 Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

1620 Investment Advisors’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
2026 Q2	$93.8K	Hold	2,049	–	–	0.06%	262
2026 Q1	$92.9K	Hold	2,049	–	–	0.06%	246
2025 Q4	$93.7K	Sell	2,049 -2,277	-53%	-$104K	0.06%	243
2025 Q3	$197K	Hold	4,326	–	–	0.13%	152
2025 Q2	$193K	Sell	4,326 -312	-7%	-$13.9K	0.14%	151
2025 Q1	$209K	Hold	4,638	–	–	0.16%	144
2024 Q4	$212K	Sell	4,638 -1,450	-24%	-$66.9K	0.16%	149
2024 Q3	$285K	Hold	6,088	–	–	0.21%	135
2024 Q2	$279K	Sell	6,088 -800	-12%	-$36.6K	0.21%	133
2024 Q1	$320K	Hold	6,888	–	–	0.32%	106
2023 Q4	$324K	Hold	6,888	–	–	0.35%	94
2023 Q3	$301K	Hold	6,888	–	–	0.34%	102
2023 Q2	$318K	Sell	6,888 -1,957	-22%	-$90.6K	0.34%	97
2023 Q1	$414K	Sell	8,845 -200	-2%	-$9.27K	0.5%	67
2022 Q4	$413K	Buy	9,045 +1,100	+14%	+$49.4K	0.5%	72
2022 Q3	$350K	Sell	7,945 -75	-0.9%	-$3.45K	0.52%	67
2022 Q2	$368K	Buy	8,020 +387	+5%	+$17.9K	0.51%	73
2022 Q1	$395K	Hold	7,633	–	–	0.43%	82
2021 Q4	$395K	Buy	+7,633	New	+$394K	0.44%	78

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

1620 Investment Advisors's TFI Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 2,049 shares worth $93.8K. The position accounts for 0.06% of the portfolio, ranked #262.

1620 Investment Advisors first reported a position in TFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

1620 Investment Advisors held 2,049 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $93.8K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.06% of 1620 Investment Advisors's portfolio in Q2 2026, its #262 holding.
1620 Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $414K in Q1 2023.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.