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

B. Riley 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	$349K	Buy	+7,619	New	+$347K	0.02%	574
2023 Q3	–	Sell	-7,390	Closed	-$341K	–	1627
2023 Q2	$341K	Sell	7,390 -440	-6%	-$20.4K	0.01%	1049
2023 Q1	$367K	Hold	7,830	–	–	0.01%	959
2022 Q4	$357K	Buy	7,830 +1,256	+19%	+$56.4K	0.01%	950
2022 Q3	$290K	Buy	+6,574	New	+$302K	0.01%	1024

Other funds holding TFI

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

B. Riley Wealth Advisors's TFI Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 7,619 shares worth $349K. The stake represents 0.02% of the portfolio and ranks #574 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in TFI as recently as Q2 2023.

B. Riley Wealth Advisors first reported a position in TFI in Q3 2022 and has held it in 5 quarters since. The position peaked at $367K in Q1 2023. 61 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

B. Riley Wealth Advisors held 7,619 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $349K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new B. Riley Wealth Advisors position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #574 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and has held it in 5 quarters since.
B. Riley Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $367K in Q1 2023.
61 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.