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Aquire Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Aquire Wealth 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
Q2 		$2.75M Sell
60,099
-13,998
-19% -$637K 0.63% 13
2026
Q1 		$3.36M Sell
74,097
-15,616
-17% -$717K 0.88% 13
2025
Q4 		$4.1M Buy
89,713
+836
+0.9% +$38.2K 1.07% 12
2025
Q3 		$4.05M Sell
88,877
-6,691
-7% -$300K 1% 14
2025
Q2 		$4.27M Buy
95,568
+514
+0.5% +$22.8K 1.15% 13
2025
Q1 		$4.28M Sell
95,054
-652
-0.7% -$29.7K 1.32% 11
2024
Q4 		$4.37M Buy
95,706
+4,375
+5% +$202K 1.35% 11
2024
Q3 		$4.28M Sell
91,331
-11,051
-11% -$512K 1.34% 12
2024
Q2 		$4.68M Sell
102,382
-5,670
-5% -$260K 1.57% 11
2024
Q1 		$5.02M Sell
108,052
-2,947
-3% -$138K 1.76% 9
2023
Q4 		$5.22M Sell
110,999
-14,028
-11% -$629K 1.98% 9
2023
Q3 		$5.46M Sell
125,027
-13,085
-9% -$595K 2.28% 9
2023
Q2 		$6.38M Sell
138,112
-1,805
-1% -$83.6K 2.54% 8
2023
Q1 		$6.55M Sell
139,917
-606
-0.4% -$28.1K 2.87% 8
2022
Q4 		$6.41M Sell
140,523
-9,512
-6% -$427K 3.19% 8
2022
Q3 		$6.6M Sell
150,035
-9,425
-6% -$433K 3.83% 6
2022
Q2 		$7.31M Sell
159,460
-18,767
-11% -$867K 4.27% 5
2022
Q1 		$8.53M Buy
178,227
+1,290
+0.7% +$64.3K 4.55% 6
2021
Q4 		$9.15M Buy
+176,937
New +$9.13M 4.79% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

Aquire Wealth Advisors's TFI Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 19% in Q2 2026, selling an estimated $637K and leaving 60,099 shares worth $2.75M. The position accounts for 0.63% of the portfolio, ranked #13.

Aquire Wealth Advisors first reported a position in TFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.15M in Q4 2021. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Aquire Wealth Advisors held 60,099 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.75M as of Q2 2026.
  • Aquire Wealth Advisors sold 13,998 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $637K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.63% of Aquire Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9.15M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.