1900 Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

1900 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
2026 Q2	$1.07M	Buy	23,448 +3	+0%	+$137	0.06%	118
2026 Q1	$1.06M	Buy	23,445 +2	+0%	+$92	0.07%	107
2025 Q4	$1.07M	Buy	23,443 +4	+0%	+$183	0.07%	104
2025 Q3	$1.07M	Buy	23,439 +3	+0%	+$134	0.07%	101
2025 Q2	$1.05M	Buy	23,436 +18,685	+393%	+$830K	0.08%	95
2025 Q1	$214K	Hold	4,751	–	–	0.02%	208
2024 Q4	$217K	Hold	4,751	–	–	0.02%	212
2024 Q3	$222K	Sell	4,751 -18,629	-80%	-$864K	0.02%	215
2024 Q2	$1.07M	Sell	23,380 -168	-0.7%	-$7.69K	0.1%	94
2024 Q1	$1.09M	Sell	23,548 -5,819	-20%	-$272K	0.1%	104
2023 Q4	$1.38M	Sell	29,367 -21,310	-42%	-$956K	0.13%	113
2023 Q3	$2.21M	Sell	50,677 -162,241	-76%	-$7.37M	0.22%	86
2023 Q2	$9.83M	Buy	212,918 +29,121	+16%	+$1.35M	1.01%	23
2023 Q1	$8.52M	Buy	183,797 +65,205	+55%	+$3.02M	0.92%	27
2022 Q4	$5.41M	Buy	118,592 +27,757	+31%	+$1.25M	0.59%	45
2022 Q3	$4M	Sell	90,835 -6,763	-7%	-$311K	0.47%	53
2022 Q2	$4.48M	Sell	97,598 -32,683	-25%	-$1.51M	0.49%	50
2022 Q1	$6.24M	Sell	130,281 -104,552	-45%	-$5.21M	0.59%	41
2021 Q4	$12.1M	Buy	234,833 +79,628	+51%	+$4.11M	1.1%	25
2021 Q3	$8M	Sell	155,205 -26,187	-14%	-$1.37M	0.78%	29
2021 Q2	$9.45M	Sell	181,392 -11,164	-6%	-$581K	0.9%	25
2021 Q1	$9.95M	Sell	192,556 -3,136	-2%	-$163K	0.75%	24
2020 Q4	$10.3M	Buy	+195,692	New	+$10.2M	1.2%	21

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

1900 Wealth Management's TFI Position: Q2 2026 in Review

1900 Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.01% in Q2 2026, buying an estimated $137 and bringing the position to 23,448 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #118.

1900 Wealth Management first reported a position in TFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.1M in Q4 2021. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

1900 Wealth Management held 23,448 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.07M as of Q2 2026.
1900 Wealth Management bought 3 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $137.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.06% of 1900 Wealth Management's portfolio in Q2 2026, its #118 holding.
1900 Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $12.1M in Q4 2021.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.