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

Arkadios 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 		$955K Sell
20,858
-60
-0.3% -$2.73K 0.01% 822
2026
Q1 		$948K Buy
20,918
+13,917
+199% +$639K 0.02% 816
2025
Q4 		$320K Buy
7,001
+47
+0.7% +$2.15K 0.01% 1220
2025
Q3 		$317K Buy
6,954
+95
+1% +$4.26K 0.01% 1133
2025
Q2 		$306K Buy
6,859
+32
+0.5% +$1.42K 0.01% 1047
2025
Q1 		$308K Buy
6,827
+34
+0.5% +$1.55K 0.01% 898
2024
Q4 		$310K Sell
6,793
-82
-1% -$3.78K 0.02% 708
2024
Q3 		$322K Buy
+6,875
New +$319K 0.02% 679
2021
Q4 		– Sell
-880
Closed -$45K – 1659
2021
Q3 		$45K Sell
880
-10,364
-92% -$540K 0.01% 913
2021
Q2 		$585K Buy
11,244
+46
+0.4% +$2.39K 0.07% 293
2021
Q1 		$578K Buy
11,198
+6,131
+121% +$319K 0.1% 227
2020
Q4 		$265K Buy
+5,067
New +$264K 0.06% 278

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

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

Arkadios Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.29% in Q2 2026, selling an estimated $2.73K and leaving 20,858 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #822.

Arkadios Wealth Advisors first reported a position in TFI in Q4 2020 and has held it in 12 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Arkadios Wealth Advisors held 20,858 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $955K as of Q2 2026.
  • Arkadios Wealth Advisors sold 60 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $2.73K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #822 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 12 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.