Burling Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Burling Wealth Partners’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	$223K	Buy	+4,879	New	+$222K	0.03%	177

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

Burling Wealth Partners's TFI Position: Q2 2026 in Review

Burling Wealth Partners opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 4,879 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings.

337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Burling Wealth Partners held 4,879 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $223K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Burling Wealth Partners position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Burling Wealth Partners's portfolio in Q2 2026, its #177 holding.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.