Ackerman Capital Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Ackerman Capital 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 Q1	–	Sell	-86,444	Closed	-$3.95M	–	128
2025 Q4	$3.95M	Sell	86,444 -216	-0.2%	-$9.88K	0.79%	29
2025 Q3	$3.95M	Hold	86,660	–	–	0.83%	26
2025 Q2	$3.87M	Sell	86,660 -237,230	-73%	-$10.5M	0.9%	25
2025 Q1	$14.6M	Sell	323,890 -18,428	-5%	-$840K	3.86%	6
2024 Q4	$15.6M	Buy	342,318 +2,270	+0.7%	+$105K	4.09%	5
2024 Q3	$15.9M	Sell	340,048 -1,200	-0.4%	-$55.6K	4.11%	5
2024 Q2	$15.6M	Buy	341,248 +24,360	+8%	+$1.12M	4.14%	5
2024 Q1	$14.7M	Sell	316,888 -1,960	-0.6%	-$91.5K	4.07%	7
2023 Q4	$15M	Buy	+318,848	New	+$14.3M	4.2%	6
2022 Q2	–	Sell	-54,238	Closed	-$2.6M	–	127
2022 Q1	$2.6M	Buy	54,238 +38,538	+245%	+$1.92M	0.61%	27
2021 Q4	$812K	Sell	15,700 -919	-6%	-$47.4K	0.19%	54
2021 Q3	$857K	Sell	16,619 -294	-2%	-$15.3K	0.2%	48
2021 Q2	$881K	Sell	16,913 -6,545	-28%	-$341K	0.21%	44
2021 Q1	$1.21M	Buy	+23,458	New	+$1.22M	0.29%	38

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Ackerman Capital Advisors's TFI Position: Q1 2026 in Review

Ackerman Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 86,444 shares — an estimated $3.95M sold.

Ackerman Capital Advisors first reported a position in TFI in Q1 2021 and held it in 14 quarters. The position peaked at $15.9M in Q3 2024. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Ackerman Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Ackerman Capital Advisors sold 86,444 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $3.95M.
Ackerman Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2021 and held it in 14 quarters.
Ackerman Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $15.9M in Q3 2024.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.