Capital Investment Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Capital Investment Advisory Services’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	$38.5K	Hold	840	–	–	﹤0.01%	992
2026 Q1	$38.1K	Buy	840 +151	+22%	+$6.93K	﹤0.01%	907
2025 Q4	$31.5K	Sell	689 -1,817	-73%	-$83.1K	﹤0.01%	899
2025 Q3	$114K	Buy	2,506 +10	+0.4%	+$448	0.01%	662
2025 Q2	$111K	Sell	2,496 -1,144	-31%	-$50.8K	0.01%	635
2025 Q1	$164K	Buy	3,640 +678	+23%	+$30.9K	0.01%	561
2024 Q4	$135K	Hold	2,962	–	–	0.01%	526
2024 Q3	$139K	Hold	2,962	–	–	0.01%	549
2024 Q2	$136K	Hold	2,962	–	–	0.01%	531
2024 Q1	$138K	Buy	2,962 +529	+22%	+$24.7K	0.01%	524
2023 Q4	$114K	Buy	2,433 +615	+34%	+$27.6K	0.01%	560
2023 Q3	$79.4K	Hold	1,818	–	–	0.01%	580
2023 Q2	$83.9K	Hold	1,818	–	–	0.01%	556
2023 Q1	$85.1K	Hold	1,818	–	–	0.01%	553
2022 Q4	$82.9K	Hold	1,818	–	–	0.01%	570
2022 Q3	$80K	Hold	1,818	–	–	0.01%	528
2022 Q2	$83K	Buy	+1,818	New	+$84K	0.01%	545

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 22.9% 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

Capital Investment Advisory Services's TFI Position: Q2 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 840 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Capital Investment Advisory Services first reported a position in TFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $164K in Q1 2025. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Capital Investment Advisory Services held 840 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $38.5K as of Q2 2026.
Capital Investment Advisory Services 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 ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #992 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
Capital Investment Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $164K in Q1 2025.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.