Avantax Planning Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Avantax Planning Partners’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	$582K	Hold	12,707	–	–	0.01%	267
2026 Q1	$576K	Hold	12,707	–	–	0.02%	262
2025 Q4	$581K	Hold	12,707	–	–	0.02%	251
2025 Q3	$579K	Sell	12,707 -1	-0%	-$45	0.02%	247
2025 Q2	$568K	Buy	+12,708	New	+$565K	0.02%	252
2018 Q4	–	Sell	-15,047	Closed	-$714K	–	1099
2018 Q3	$714K	Buy	+15,047	New	+$721K	0.06%	107
2018 Q2	–	Sell	-770	Closed	-$37K	–	1346
2018 Q1	$37K	Buy	+770	New	+$37.1K	﹤0.01%	593

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

Avantax Planning Partners's TFI Position: Q2 2026 in Review

Avantax Planning Partners held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 12,707 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #267.

Avantax Planning Partners first reported a position in TFI in Q1 2018 and has held it in 7 quarters since. The position peaked at $714K in Q3 2018. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Avantax Planning Partners held 12,707 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $582K as of Q2 2026.
Avantax Planning Partners 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 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #267 holding.
Avantax Planning Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and has held it in 7 quarters since.
Avantax Planning Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $714K in Q3 2018.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.