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

Aprio 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	$717K	Buy	15,657 +220	+1%	+$10K	0.04%	302
2026 Q1	$700K	Sell	15,437 -1,989	-11%	-$91.3K	0.04%	268
2025 Q4	$797K	Buy	17,426 +182	+1%	+$8.32K	0.05%	235
2025 Q3	$786K	Buy	17,244 +10,540	+157%	+$472K	0.08%	151
2025 Q2	$299K	Buy	+6,704	New	+$298K	0.03%	287

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

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

Aprio Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.4% in Q2 2026, buying an estimated $10K and bringing the position to 15,657 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #302.

Aprio Wealth Management first reported a position in TFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Aprio Wealth Management held 15,657 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $717K as of Q2 2026.
Aprio Wealth Management bought 220 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $10K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #302 holding.
Aprio Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Aprio Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $797K in Q4 2025.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.