Anchor Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Anchor Investment 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 Q1	$3.13K	Buy	+69	New	+$3.17K	﹤0.01%	950
2021 Q2	–	Sell	-2	Closed	-$103	–	988
2021 Q1	$103	Hold	2	–	–	﹤0.01%	944
2020 Q4	$105	Hold	2	–	–	﹤0.01%	909
2020 Q3	$104	Hold	2	–	–	﹤0.01%	889
2020 Q2	$103	Buy	+2	New	+$102	﹤0.01%	870

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

Anchor Investment Management's TFI Position: Q1 2026 in Review

Anchor Investment Management opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026: 69 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in TFI as recently as Q1 2021.

Anchor Investment Management first reported a position in TFI in Q2 2020 and has held it in 5 quarters since. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Anchor Investment Management held 69 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.13K as of Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Anchor Investment Management position in Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #950 holding.
Anchor Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and has held it in 5 quarters since.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.