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Beacon Pointe Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Beacon Pointe 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 		$3.28M Sell
71,658
-2,893
-4% -$132K 0.02% 614
2026
Q1 		$3.38M Sell
74,551
-9,645
-11% -$443K 0.02% 590
2025
Q4 		$3.85M Buy
84,196
+31,733
+60% +$1.45M 0.03% 452
2025
Q3 		$2.39M Sell
52,463
-2,023
-4% -$90.6K 0.02% 513
2025
Q2 		$2.43M Sell
54,486
-1,097
-2% -$48.7K 0.03% 450
2025
Q1 		$2.51M Sell
55,583
-27,872
-33% -$1.27M 0.03% 419
2024
Q4 		$3.81M Sell
83,455
-19,971
-19% -$921K 0.04% 330
2024
Q3 		$4.84M Sell
103,426
-14,798
-13% -$686K 0.06% 296
2024
Q2 		$5.41M Sell
118,224
-1,295
-1% -$59.3K 0.06% 261
2024
Q1 		$5.56M Buy
119,519
+12,607
+12% +$589K 0.06% 268
2023
Q4 		$5.02M Sell
106,912
-647
-0.6% -$29K 0.06% 286
2023
Q3 		$4.7M Buy
107,559
+15,403
+17% +$700K 0.06% 279
2023
Q2 		$4.25M Buy
92,156
+8,629
+10% +$400K 0.07% 236
2023
Q1 		$3.91M Buy
83,527
+44,464
+114% +$2.06M 0.07% 259
2022
Q4 		$1.78M Sell
39,063
-53,897
-58% -$2.42M 0.03% 378
2022
Q3 		$4.09M Buy
92,960
+43,564
+88% +$2M 0.09% 195
2022
Q2 		$2.26M Sell
49,396
-33,971
-41% -$1.57M 0.05% 309
2022
Q1 		$3.99M Buy
+83,367
New +$4.16M 0.05% 294

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

Beacon Pointe Advisors's TFI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.9% in Q2 2026, selling an estimated $132K and leaving 71,658 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #614.

Beacon Pointe Advisors first reported a position in TFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.56M in Q1 2024. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Beacon Pointe Advisors held 71,658 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.28M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,893 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $132K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #614 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $5.56M in Q1 2024.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.