Corient Private Wealth
TFI icon

Corient Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Corient Private Wealth’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 		– Sell
-7,630
Closed -$344K – 3235
2026
Q1 		$344K Buy
+7,630
New +$350K ﹤0.01% 2246

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Envestnet Asset Management
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UBS Group
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Morgan Stanley
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Fisher Asset Management
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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

Corient Private Wealth's TFI Position: Q2 2026 in Review

Corient Private Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 7,630 shares — an estimated $344K sold.

Corient Private Wealth first reported a position in TFI in Q1 2026 and held it in 1 quarter. The position peaked at $344K in Q1 2026. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Corient Private Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 7,630 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $344K.
  • Corient Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $344K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.