Bessemer Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bessemer Group’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	$0	Sell	1 -27	-96%	-$1.23K	﹤0.01%	2639
2026 Q1	$1K	Buy	+28	New	+$1.28K	﹤0.01%	2462
2023 Q4	–	Sell	-4,084	Closed	-$178K	–	2282
2023 Q3	$178K	Buy	+4,084	New	+$186K	﹤0.01%	1060
2018 Q4	–	Sell	-8,009	Closed	-$380K	–	2053
2018 Q3	$380K	Buy	+8,009	New	+$384K	﹤0.01%	836
2017 Q3	–	Sell	-653	Closed	-$32K	–	1884
2017 Q2	$32K	Buy	+653	New	+$31.7K	﹤0.01%	1388

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

Bessemer Group's TFI Position: Q2 2026 in Review

Bessemer Group reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 96% in Q2 2026, selling an estimated $1.23K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Bessemer Group first reported a position in TFI in Q2 2017 and has held it in 5 quarters since. The position peaked at $380K in Q3 2018. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Bessemer Group held 1 share of State Street SPDR Nuveen ICE Municipal Bond ETF worth $0 as of Q2 2026.
Bessemer Group sold 27 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.23K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2639 holding.
Bessemer Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and has held it in 5 quarters since.
Bessemer Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $380K in Q3 2018.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.