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

AlphaCore Capital’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
-396
Closed -$18.1K – 1492
2025
Q4 		$18.1K Buy
+396
New +$18.1K ﹤0.01% 1270

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

AlphaCore Capital's TFI Position: Q1 2026 in Review

AlphaCore Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 396 shares — an estimated $18.1K sold.

AlphaCore Capital first reported a position in TFI in Q4 2025 and held it in 1 quarter. The position peaked at $18.1K in Q4 2025. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • AlphaCore Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 396 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $18.1K.
  • AlphaCore Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $18.1K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.