Collective Family Office’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Collective Family Office’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 Q3	$5.65M	Buy	132,159 +19,599	+17%	+$874K	1.17%	30
2026 Q2	$5.16M	Sell	112,560 -561	-0.5%	-$25.5K	1.05%	30
2026 Q1	$5.13M	Buy	113,121 +4,493	+4%	+$206K	1.15%	30
2025 Q4	$4.97M	Buy	108,628 +12,706	+13%	+$581K	1.14%	27
2025 Q3	$4.37M	Buy	95,922 +9,371	+11%	+$420K	1.05%	31
2025 Q2	$3.87M	Buy	86,551 +25,861	+43%	+$1.15M	0.99%	32
2025 Q1	$2.74M	Buy	60,690 +4,367	+8%	+$199K	0.74%	34
2024 Q4	$2.57M	Buy	56,323 +6,935	+14%	+$320K	0.7%	38
2024 Q3	$2.31M	Buy	49,388 +6,371	+15%	+$295K	0.63%	39
2024 Q2	$1.97M	Buy	43,017 +2,856	+7%	+$131K	0.58%	43
2024 Q1	$1.87M	Buy	40,161 +34,897	+663%	+$1.63M	0.61%	44
2023 Q4	$247K	Buy	+5,264	New	+$236K	0.09%	146

Other funds holding TFI

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Collective Family Office's TFI Position: Q3 2026 in Review

Collective Family Office increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 17% in Q3 2026, buying an estimated $874K and bringing the position to 132,159 shares worth $5.65M. The position accounts for 1.17% of the portfolio, ranked #30.

Collective Family Office first reported a position in TFI in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Collective Family Office held 132,159 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.65M as of Q3 2026.
Collective Family Office bought 19,599 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $874K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 1.17% of Collective Family Office's portfolio in Q3 2026, its #30 holding.
Collective Family Office first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.