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

Cerity 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	$44.6M	Buy	973,365 +49,439	+5%	+$2.25M	0.05%	278
2026 Q1	$41.9M	Buy	923,926 +918,637	+17,369%	+$42.2M	0.06%	275
2025 Q4	$242K	Buy	+5,289	New	+$242K	﹤0.01%	2529
2025 Q3	–	Sell	-9,211	Closed	-$411K	–	2867
2025 Q2	$411K	Buy	9,211 +1,410	+18%	+$62.6K	﹤0.01%	1977
2025 Q1	$352K	Buy	+7,801	New	+$356K	﹤0.01%	1941
2023 Q4	–	Sell	-5,244	Closed	-$229K	–	1896
2023 Q3	$229K	Buy	+5,244	New	+$238K	﹤0.01%	1244

Other funds holding TFI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's TFI Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 5.4% in Q2 2026, buying an estimated $2.25M and bringing the position to 973,365 shares worth $44.6M. The position accounts for 0.05% of the portfolio, ranked #278.

Cerity Partners first reported a position in TFI in Q3 2023 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Cerity Partners held 973,365 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $44.6M as of Q2 2026.
Cerity Partners bought 49,439 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $2.25M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #278 holding.
Cerity Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and has held it in 6 quarters since.
319 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.