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CRA Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CRA Financial Services’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 		$230K Hold
5,021
– – 0.03% 290
2026
Q1 		$228K Sell
5,021
-224
-4% -$10.3K 0.03% 270
2025
Q4 		$240K Buy
+5,245
New +$240K 0.03% 263

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Bank of America
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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

CRA Financial Services's TFI Position: Q2 2026 in Review

CRA Financial Services held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 5,021 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #290.

CRA Financial Services first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • CRA Financial Services held 5,021 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $230K as of Q2 2026.
  • CRA Financial Services 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 0.03% of CRA Financial Services's portfolio in Q2 2026, its #290 holding.
  • CRA Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • CRA Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $240K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.