Beaumont Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $268K | Hold |
5,846
| – | – | 0.02% | 325 |
|
|
2026
Q1 | $265K | Hold |
5,846
| – | – | 0.02% | 314 |
|
|
2025
Q4 | $267K | Hold |
5,846
| – | – | 0.02% | 316 |
|
|
2025
Q3 | $266K | Hold |
5,846
| – | – | 0.02% | 338 |
|
|
2025
Q2 | $261K | Sell |
5,846
-2,700
| -32% | -$120K | 0.02% | 321 |
|
|
2025
Q1 | $385K | Hold |
8,546
| – | – | 0.03% | 260 |
|
|
2024
Q4 | $390K | Buy |
8,546
+314
| +4% | +$14.5K | 0.03% | 254 |
|
|
2024
Q3 | $386K | Hold |
8,232
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $377K | Hold |
8,232
| – | – | 0.03% | 242 |
|
|
2024
Q1 | $383K | Hold |
8,232
| – | – | 0.03% | 241 |
|
|
2023
Q4 | $387K | Sell |
8,232
-375
| -4% | -$16.8K | 0.04% | 226 |
|
|
2023
Q3 | $376K | Hold |
8,607
| – | – | 0.04% | 215 |
|
|
2023
Q2 | $397K | Hold |
8,607
| – | – | 0.04% | 224 |
|
|
2023
Q1 | $403K | Sell |
8,607
-325
| -4% | -$15.1K | 0.04% | 198 |
|
|
2022
Q4 | $407K | Sell |
8,932
-287,347
| -97% | -$12.9M | 0.04% | 195 |
|
|
2022
Q3 | $13M | Sell |
296,279
-82,293
| -22% | -$3.78M | 1.25% | 22 |
|
|
2022
Q2 | $17.4M | Buy |
378,572
+365,635
| +2,826% | +$16.9M | 1.56% | 15 |
|
|
2022
Q1 | $619K | Sell |
12,937
-147
| -1% | -$7.33K | 0.05% | 186 |
|
|
2021
Q4 | $677K | Sell |
13,084
-1,357
| -9% | -$70K | 0.05% | 180 |
|
|
2021
Q3 | $745K | Sell |
14,441
-286
| -2% | -$14.9K | 0.06% | 164 |
|
|
2021
Q2 | $767K | Sell |
14,727
-300
| -2% | -$15.6K | 0.06% | 168 |
|
|
2021
Q1 | $776K | Buy |
15,027
+1,055
| +8% | +$54.9K | 0.07% | 161 |
|
|
2020
Q4 | $733K | Hold |
13,972
| – | – | 0.07% | 166 |
|
|
2020
Q3 | $726K | Buy |
13,972
+1,800
| +15% | +$93.8K | 0.07% | 166 |
|
|
2020
Q2 | $629K | Buy |
12,172
+4,255
| +54% | +$217K | 0.07% | 163 |
|
|
2020
Q1 | $396K | Sell |
7,917
-929
| -11% | -$47.2K | 0.05% | 167 |
|
|
2019
Q4 | $447K | Buy |
8,846
+1,825
| +26% | +$92.4K | 0.04% | 193 |
|
|
2019
Q3 | $356K | Sell |
7,021
-700
| -9% | -$35.5K | 0.04% | 194 |
|
|
2019
Q2 | $387K | Buy |
7,721
+300
| +4% | +$14.9K | 0.04% | 172 |
|
|
2019
Q1 | $366K | Buy |
+7,421
| New | +$360K | 0.04% | 174 |
|
|
2018
Q1 | – | Sell |
-42,387
| Closed | -$2.08M | – | 224 |
|
|
2017
Q4 | $2.08M | Buy |
42,387
+204
| +0.5% | +$9.98K | 0.24% | 76 |
|
|
2017
Q3 | $2.06M | Buy |
42,183
+503
| +1% | +$24.7K | 0.26% | 80 |
|
|
2017
Q2 | $2.03M | Hold |
41,680
| – | – | 0.26% | 81 |
|
|
2017
Q1 | $2M | Sell |
41,680
-525
| -1% | -$25K | 0.27% | 81 |
|
|
2016
Q4 | $2M | Buy |
+42,205
| New | +$2.04M | 0.3% | 72 |
|
Other funds holding TFI
AAP
Beaumont Financial Advisors's TFI Position: Q2 2026 in Review
Beaumont Financial Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 5,846 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #325.
Beaumont Financial Advisors first reported a position in TFI in Q4 2016 and has held it in 35 quarters since. The position peaked at $17.4M in Q2 2022. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.
- Beaumont Financial Advisors held 5,846 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $268K as of Q2 2026.
- Beaumont Financial Advisors 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 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #325 holding.
- Beaumont Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and has held it in 35 quarters since.
- Beaumont Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $17.4M in Q2 2022.
- 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.