CIA
TFI icon

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

Concurrent Investment 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 		$1.41M Buy
30,769
+22,412
+268% +$1.02M 0.01% 851
2026
Q1 		$379K Buy
8,357
+39
+0.5% +$1.79K ﹤0.01% 1356
2025
Q4 		$380K Buy
8,318
+2,615
+46% +$120K ﹤0.01% 1270
2025
Q3 		$260K Buy
5,703
+46
+0.8% +$2.06K ﹤0.01% 1217
2025
Q2 		$253K Buy
5,657
+829
+17% +$36.8K ﹤0.01% 1148
2025
Q1 		$218K Buy
4,828
+73
+2% +$3.33K 0.01% 1086
2024
Q4 		$217K Buy
+4,755
New +$219K 0.01% 961

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

Concurrent Investment Advisors's TFI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 268% in Q2 2026, buying an estimated $1.02M and bringing the position to 30,769 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #851.

Concurrent Investment Advisors first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Concurrent Investment Advisors held 30,769 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.41M as of Q2 2026.
  • Concurrent Investment Advisors bought 22,412 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.02M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #851 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.