Bragg Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bragg Financial 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	$960K	Buy	20,962 +3,287	+19%	+$150K	0.03%	237
2026 Q1	$801K	Buy	17,675 +11,356	+180%	+$521K	0.03%	234
2025 Q4	$289K	Buy	6,319 +1,787	+39%	+$81.7K	0.01%	315
2025 Q3	$207K	Buy	+4,532	New	+$203K	0.01%	340
2025 Q2	–	Sell	-6,562	Closed	-$296K	–	346
2025 Q1	$296K	Sell	6,562 -5,700	-46%	-$260K	0.01%	295
2024 Q4	$559K	Sell	12,262 -6,393	-34%	-$295K	0.02%	249
2024 Q3	$874K	Hold	18,655	–	–	0.04%	218
2024 Q2	$853K	Buy	18,655 +60	+0.3%	+$2.75K	0.04%	212
2024 Q1	$864K	Hold	18,595	–	–	0.04%	211
2023 Q4	$874K	Sell	18,595 -9,630	-34%	-$432K	0.04%	208
2023 Q3	$1.23M	Buy	28,225 +6,124	+28%	+$278K	0.07%	187
2023 Q2	$1.02M	Hold	22,101	–	–	0.06%	197
2023 Q1	$1.03M	Buy	22,101 +760	+4%	+$35.2K	0.06%	194
2022 Q4	$974K	Buy	+21,341	New	+$958K	0.06%	195
2017 Q1	–	Sell	-35,001	Closed	-$1.68M	–	256
2016 Q4	$1.68M	Buy	35,001 +3,000	+9%	+$145K	0.28%	127
2016 Q3	$1.56M	Buy	+32,001	New	+$1.61M	0.28%	129

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

Bragg Financial Advisors's TFI Position: Q2 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 19% in Q2 2026, buying an estimated $150K and bringing the position to 20,962 shares worth $960K. The position accounts for 0.03% of the portfolio, ranked #237.

Bragg Financial Advisors first reported a position in TFI in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.68M in Q4 2016. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Bragg Financial Advisors held 20,962 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $960K as of Q2 2026.
Bragg Financial Advisors bought 3,287 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #237 holding.
Bragg Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and has held it in 16 quarters since.
Bragg Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.68M in Q4 2016.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.