Cornerstone Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cornerstone Wealth Management’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	$2.21M	Hold	48,237	–	–	0.09%	201
2026 Q1	$2.19M	Hold	48,237	–	–	0.11%	177
2025 Q4	$2.2M	Hold	48,237	–	–	0.11%	171
2025 Q3	$2.2M	Hold	48,237	–	–	0.12%	160
2025 Q2	$2.15M	Sell	48,237 -15	-0%	-$666	0.13%	148
2025 Q1	$2.17M	Hold	48,252	–	–	0.15%	138
2024 Q4	$2.2M	Sell	48,252 -8	-0%	-$369	0.15%	137
2024 Q3	$2.26M	Sell	48,260 -8,104	-14%	-$376K	0.16%	129
2024 Q2	$2.58M	Sell	56,364 -570	-1%	-$26.1K	0.2%	109
2024 Q1	$2.65M	Hold	56,934	–	–	0.21%	105
2023 Q4	$2.68M	Buy	56,934 +51,158	+886%	+$2.29M	0.23%	100
2023 Q3	$252K	Sell	5,776 -1,578	-21%	-$71.7K	0.02%	454
2023 Q2	$339K	Sell	7,354 -23,301	-76%	-$1.08M	0.03%	380
2023 Q1	$1.44M	Buy	+30,655	New	+$1.42M	0.14%	137
2022 Q3	$393K	Buy	8,926 +1,292	+17%	+$59.4K	0.04%	303
2022 Q2	$350K	Buy	+7,634	New	+$353K	0.04%	329

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

Cornerstone Wealth Management's TFI Position: Q2 2026 in Review

Cornerstone Wealth Management held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 48,237 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #201.

Cornerstone Wealth Management first reported a position in TFI in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q4 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Cornerstone Wealth Management held 48,237 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.21M as of Q2 2026.
Cornerstone Wealth Management left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #201 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Cornerstone Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.68M in Q4 2023.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.