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

Arista 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	$214K	Hold	4,662	–	–	0.02%	261
2026 Q1	$211K	Hold	4,662	–	–	0.03%	244
2025 Q4	$213K	Hold	4,662	–	–	0.03%	242
2025 Q3	$212K	Hold	4,662	–	–	0.03%	250
2025 Q2	$208K	Sell	4,662 -557	-11%	-$24.7K	0.03%	228
2025 Q1	$235K	Hold	5,219	–	–	0.06%	61
2024 Q4	$238K	Hold	5,219	–	–	0.06%	60
2024 Q3	$244K	Hold	5,219	–	–	0.06%	59
2024 Q2	$239K	Buy	+5,219	New	+$239K	0.06%	56
2024 Q1	–	Sell	-5,219	Closed	-$245K	–	51
2023 Q4	$245K	Buy	+5,219	New	+$234K	0.09%	47
2023 Q3	–	Sell	-5,219	Closed	-$241K	–	60
2023 Q2	$241K	Hold	5,219	–	–	0.1%	54
2023 Q1	$244K	Sell	5,219 -1,547	-23%	-$71.7K	0.13%	57
2022 Q4	$309K	Buy	+6,766	New	+$304K	0.19%	46

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

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

Arista Wealth Management held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 4,662 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #261.

Arista Wealth Management first reported a position in TFI in Q4 2022 and has held it in 13 quarters since. The position peaked at $309K in Q4 2022. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Arista Wealth Management held 4,662 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $214K as of Q2 2026.
Arista Wealth Management left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Arista Wealth Management's portfolio in Q2 2026, its #261 holding.
Arista Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 13 quarters since.
Arista Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $309K in Q4 2022.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.