CMP
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Coston McIsaac & Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Coston McIsaac & Partners’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 		$27K Hold
609
– – 0.01% 434
2026
Q1 		$27K Hold
609
– – 0.01% 418
2025
Q4 		$27K Buy
+609
New +$27.8K 0.01% 409

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

Coston McIsaac & Partners's TFI Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 609 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #434.

Coston McIsaac & Partners first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Coston McIsaac & Partners held 609 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $27K as of Q2 2026.
  • Coston McIsaac & Partners 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 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #434 holding.
  • Coston McIsaac & Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.