Aventura Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Aventura Private Wealth’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	$364K	Sell	7,954 -111	-1%	-$5.05K	0.11%	118
2026 Q1	$366K	Sell	8,065 -3,650	-31%	-$167K	0.13%	117
2025 Q4	$535K	Sell	11,715 -1,761	-13%	-$80.5K	0.19%	91
2025 Q3	$614K	Sell	13,476 -1,265	-9%	-$56.7K	0.23%	81
2025 Q2	$658K	Hold	14,741	–	–	0.29%	71
2025 Q1	$664K	Sell	14,741 -4,005	-21%	-$183K	0.35%	62
2024 Q4	$855K	Buy	+18,746	New	+$865K	0.46%	47

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

Aventura Private Wealth's TFI Position: Q2 2026 in Review

Aventura Private Wealth reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.4% in Q2 2026, selling an estimated $5.05K and leaving 7,954 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #118.

Aventura Private Wealth first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q4 2024. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Aventura Private Wealth held 7,954 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $364K as of Q2 2026.
Aventura Private Wealth sold 111 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $5.05K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.11% of Aventura Private Wealth's portfolio in Q2 2026, its #118 holding.
Aventura Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $855K in Q4 2024.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.