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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$12.5M Buy
271,971
+4,394
+2% +$200K 0.16% 57
2026
Q1 		$12.1M Sell
267,577
-10,682
-4% -$490K 0.18% 53
2025
Q4 		$12.7M Sell
278,259
-7,341
-3% -$336K 0.19% 57
2025
Q3 		$13M Sell
285,600
-85,264
-23% -$3.82M 0.21% 55
2025
Q2 		$16.6M Sell
370,864
-53,361
-13% -$2.37M 0.28% 52
2025
Q1 		$19.1M Sell
424,225
-1,345,794
-76% -$61.4M 0.36% 45
2024
Q4 		$80.7M Buy
1,770,019
+59,605
+3% +$2.75M 1.56% 18
2024
Q3 		$80.1M Buy
1,710,414
+67,155
+4% +$3.11M 1.85% 15
2024
Q2 		$75.2M Buy
1,643,259
+76,467
+5% +$3.5M 1.61% 16
2024
Q1 		$72.8M Sell
1,566,792
-1,580,161
-50% -$73.8M 1.66% 15
2023
Q4 		$148M Sell
3,146,953
-71,561
-2% -$3.21M 3.68% 6
2023
Q3 		$141M Buy
3,218,514
+181,159
+6% +$8.23M 3.94% 6
2023
Q2 		$140M Buy
3,037,355
+845,062
+39% +$39.1M 3.93% 6
2023
Q1 		$103M Buy
2,192,293
+1,095,410
+100% +$50.8M 3.03% 8
2022
Q4 		$50M Buy
+1,096,883
New +$49.3M 1.86% 14
2022
Q3 		– Sell
-587,378
Closed -$26.9M – 162
2022
Q2 		$26.9M Sell
587,378
-191,465
-25% -$8.84M 1.12% 26
2022
Q1 		$37.3M Buy
778,843
+322,409
+71% +$16.1M 1.33% 24
2021
Q4 		$23.6M Buy
456,434
+49,580
+12% +$2.56M 0.86% 34
2021
Q3 		$21M Buy
406,854
+64,719
+19% +$3.38M 0.82% 35
2021
Q2 		$17.8M Sell
342,135
-55,318
-14% -$2.88M 0.73% 35
2021
Q1 		$20.5M Buy
397,453
+33,606
+9% +$1.75M 0.97% 29
2020
Q4 		$19.1M Buy
363,847
+30,493
+9% +$1.59M 0.94% 32
2020
Q3 		$17.3M Buy
333,354
+14,681
+5% +$765K 0.98% 31
2020
Q2 		$16.5M Buy
+318,673
New +$16.2M 1% 31
2019
Q4 		$12.8M Buy
252,621
+19,666
+8% +$996K 1.02% 20
2019
Q3 		$11.8M Buy
232,955
+60,640
+35% +$3.08M 1.03% 22
2019
Q2 		$8.64M Sell
172,315
-1,247
-0.7% -$61.9K 0.87% 25
2019
Q1 		$8.55M Sell
173,562
-410,501
-70% -$19.9M 0.94% 24
2018
Q4 		$28.1M Buy
584,063
+411,881
+239% +$19.5M 2.8% 9
2018
Q3 		$8.18M Buy
172,182
+5,750
+3% +$275K 0.76% 31
2018
Q2 		$7.99M Sell
166,432
-6,317
-4% -$302K 0.78% 32
2018
Q1 		$8.3M Buy
172,749
+30,144
+21% +$1.45M 0.83% 32
2017
Q4 		$6.98M Buy
142,605
+15,899
+13% +$778K 0.72% 32
2017
Q3 		$6.2M Buy
126,706
+28,426
+29% +$1.39M 0.66% 31
2017
Q2 		$4.79M Buy
98,280
+19,051
+24% +$925K 0.53% 36
2017
Q1 		$3.8M Sell
79,229
-320,698
-80% -$15.3M 0.42% 40
2016
Q4 		$19M Buy
399,927
+358,513
+866% +$17.4M 2.17% 16
2016
Q3 		$2.07M Buy
41,414
+9,825
+31% +$495K 0.25% 54
2016
Q2 		$1.6M Buy
31,589
+9,633
+44% +$480K 0.23% 61
2016
Q1 		$1.08M Buy
+21,956
New +$1.08M 0.17% 66
2014
Q1 		– Sell
-6,136
Closed -$277K – 80
2013
Q4 		$277K Sell
6,136
-2,661
-30% -$121K 0.07% 75
2013
Q3 		$402K Buy
8,797
+1,980
+29% +$88.9K 0.11% 69
2013
Q2 		$312K Buy
+6,817
New +$325K 0.85% 27

Other funds holding TFI

Truist Financial
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
FG
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TFI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.6% in Q2 2026, buying an estimated $200K and bringing the position to 271,971 shares worth $12.5M. The position accounts for 0.16% of the portfolio, ranked #57.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TFI in Q2 2013 and has held it in 43 quarters since. The position peaked at $148M in Q4 2023. 117 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 271,971 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $12.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,394 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $200K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.16% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $148M in Q4 2023.
  • 117 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.