Braun-Bostich & Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Braun-Bostich & Associates’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	$252K	Sell	5,512 -20	-0.4%	-$911	0.14%	110
2026 Q1	$251K	Sell	5,532 -35	-0.6%	-$1.61K	0.16%	102
2025 Q4	$254K	Sell	5,567 -84	-1%	-$3.84K	0.16%	101
2025 Q3	$258K	Sell	5,651 -232	-4%	-$10.4K	0.16%	99
2025 Q2	$263K	Buy	+5,883	New	+$261K	0.18%	95
2024 Q3	–	Sell	-7,268	Closed	-$333K	–	122
2024 Q2	$333K	Sell	7,268 -24,995	-77%	-$1.14M	0.25%	74
2024 Q1	$1.5M	Sell	32,263 -2,325	-7%	-$109K	1.26%	20
2023 Q4	$1.63M	Buy	34,588 +1,637	+5%	+$73.4K	1.47%	13
2023 Q3	$1.44M	Buy	+32,951	New	+$1.5M	2.69%	10
2020 Q4	–	Sell	-20,059	Closed	-$1.04M	–	198
2020 Q3	$1.04M	Buy	+20,059	New	+$1.05M	1.04%	19

Other funds holding TFI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

WCM

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

Braun-Bostich & Associates's TFI Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.36% in Q2 2026, selling an estimated $911 and leaving 5,512 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #110.

Braun-Bostich & Associates first reported a position in TFI in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2023. 134 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Braun-Bostich & Associates held 5,512 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $252K as of Q2 2026.
Braun-Bostich & Associates sold 20 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $911.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.14% of Braun-Bostich & Associates's portfolio in Q2 2026, its #110 holding.
Braun-Bostich & Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and has held it in 10 quarters since.
Braun-Bostich & Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.63M in Q4 2023.
134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.