Claro Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Claro 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	$490K	Buy	+10,695	New	+$487K	0.05%	272
2025 Q2	–	Sell	-11,880	Closed	-$535K	–	505
2025 Q1	$535K	Sell	11,880 -3,399	-22%	-$155K	0.07%	242
2024 Q4	$697K	Sell	15,279 -4,922	-24%	-$227K	0.09%	196
2024 Q3	$946K	Buy	20,201 +4,643	+30%	+$215K	0.12%	158
2024 Q2	$712K	Buy	15,558 +1,473	+10%	+$67.4K	0.11%	189
2024 Q1	$655K	Sell	14,085 -1,654	-11%	-$77.2K	0.11%	198
2023 Q4	$740K	Buy	15,739 +9,706	+161%	+$435K	0.16%	149
2023 Q3	$264K	Buy	6,033 +1,389	+30%	+$63.1K	0.07%	293
2023 Q2	$214K	Buy	+4,644	New	+$215K	0.05%	332

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

Claro Advisors's TFI Position: Q2 2026 in Review

Claro Advisors opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 10,695 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings. This is a return to the name: Claro Advisors previously reported a position in TFI as recently as Q1 2025.

Claro Advisors first reported a position in TFI in Q2 2023 and has held it in 9 quarters since. The position peaked at $946K in Q3 2024. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Claro Advisors held 10,695 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $490K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Claro Advisors position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #272 holding.
Claro Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2023 and has held it in 9 quarters since.
Claro Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $946K in Q3 2024.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.