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

CFS 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 		$1.95M Sell
42,619
-811
-2% -$36.9K 0.13% 135
2026
Q1 		$1.99M Sell
43,430
-260
-0.6% -$11.9K 0.14% 129
2025
Q4 		$2M Buy
43,690
+545
+1% +$24.9K 0.15% 122
2025
Q3 		$1.98M Buy
43,145
+1,498
+4% +$67.1K 0.15% 123
2025
Q2 		$1.86M Buy
41,647
+23,588
+131% +$1.05M 0.15% 120
2025
Q1 		$814K Sell
18,059
-5,537
-23% -$252K 0.07% 182
2024
Q4 		$1.08M Sell
23,596
-15,076
-39% -$695K 0.1% 150
2024
Q3 		$1.81M Buy
38,672
+1,841
+5% +$85.4K 0.15% 112
2024
Q2 		$1.69M Sell
36,831
-15,250
-29% -$698K 0.14% 105
2024
Q1 		$2.42M Buy
52,081
+30,191
+138% +$1.41M 0.41% 45
2023
Q4 		$1.03M Sell
21,890
-8,691
-28% -$390K 0.19% 78
2023
Q3 		$1.34M Sell
30,581
-6,515
-18% -$296K 0.21% 77
2023
Q2 		$1.71M Sell
37,096
-4,467
-11% -$207K 0.22% 85
2023
Q1 		$1.95M Sell
41,563
-21,940
-35% -$1.02M 0.35% 46
2022
Q4 		$2.9M Sell
63,503
-9,596
-13% -$431K 0.66% 22
2022
Q3 		$3.22M Buy
73,099
+6,400
+10% +$294K 0.83% 18
2022
Q2 		$3.06M Buy
+66,699
New +$3.08M 0.47% 37
2021
Q4 		$4.54M Buy
90,383
+803
+0.9% +$41.4K 0.61% 29
2021
Q3 		$4.62M Buy
+89,580
New +$4.67M 0.63% 31
2020
Q4 		$4.1M Buy
+78,116
New +$4.07M 0.65% 30

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

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

CFS Investment Advisory Services reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.9% in Q2 2026, selling an estimated $36.9K and leaving 42,619 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #135.

CFS Investment Advisory Services first reported a position in TFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.62M in Q3 2021. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • CFS Investment Advisory Services held 42,619 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.95M as of Q2 2026.
  • CFS Investment Advisory Services sold 811 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $36.9K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.13% of CFS Investment Advisory Services's portfolio in Q2 2026, its #135 holding.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • CFS Investment Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.62M in Q3 2021.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.