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

CoreCap 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	$3.94K	Sell	86 -95	-52%	-$4.33K	﹤0.01%	2353
2026 Q1	$8.21K	Buy	181 +158	+687%	+$7.25K	﹤0.01%	2016
2025 Q4	$1.05K	Hold	23	–	–	﹤0.01%	2592
2025 Q3	$1.05K	Buy	+23	New	+$1.03K	﹤0.01%	2477
2024 Q3	–	Sell	-220	Closed	-$10.1K	–	2734
2024 Q2	$10.1K	Hold	220	–	–	﹤0.01%	1057
2024 Q1	$10.2K	Buy	+220	New	+$10.3K	﹤0.01%	1737
2022 Q4	$2.42K	Buy	+53	New	+$2.38K	﹤0.01%	1899
2022 Q3	–	Sell	-89	Closed	-$4K	–	1926
2022 Q2	$4K	Buy	+89	New	+$4.11K	﹤0.01%	1741
2022 Q1	–	Sell	-55	Closed	-$3K	–	1927
2021 Q4	$3K	Buy	+55	New	+$2.84K	﹤0.01%	1898

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

CoreCap Advisors's TFI Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 52% in Q2 2026, selling an estimated $4.33K and leaving 86 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

CoreCap Advisors first reported a position in TFI in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.2K in Q1 2024. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

CoreCap Advisors held 86 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.94K as of Q2 2026.
CoreCap Advisors sold 95 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $4.33K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2353 holding.
CoreCap Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10.2K in Q1 2024.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.