CFP
TFI icon

Cypress Financial Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cypress Financial Planning’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 		$962K Buy
21,002
+1,868
+10% +$85K 0.23% 38
2026
Q1 		$868K Buy
19,134
+2,855
+18% +$131K 0.24% 38
2025
Q4 		$744K Sell
16,279
-2,557
-14% -$117K 0.21% 46
2025
Q3 		$858K Buy
18,836
+1,537
+9% +$68.9K 0.26% 34
2025
Q2 		$773K Buy
17,299
+8,440
+95% +$375K 0.25% 35
2025
Q1 		$399K Hold
8,859
– – 0.14% 50
2024
Q4 		$404K Sell
8,859
-8,486
-49% -$391K 0.15% 47
2024
Q3 		$812K Buy
17,345
+385
+2% +$17.9K 0.3% 27
2024
Q2 		$776K Buy
16,960
+2,233
+15% +$102K 0.32% 30
2024
Q1 		$685K Buy
+14,727
New +$688K 0.31% 28
2023
Q4 		– Sell
-14,774
Closed -$646K – 61
2023
Q3 		$646K Buy
14,774
+2,874
+24% +$131K 0.37% 24
2023
Q2 		$548K Buy
11,900
+4,006
+51% +$186K 0.31% 30
2023
Q1 		$369K Buy
7,894
+1,076
+16% +$49.9K 0.22% 37
2022
Q4 		$312K Buy
6,818
+124
+2% +$5.57K 0.21% 44
2022
Q3 		$294K Sell
6,694
-2,253
-25% -$104K 0.21% 43
2022
Q2 		$410K Buy
+8,947
New +$413K 0.28% 35

Other funds holding TFI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cypress Financial Planning's TFI Position: Q2 2026 in Review

Cypress Financial Planning increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 9.8% in Q2 2026, buying an estimated $85K and bringing the position to 21,002 shares worth $962K. The position accounts for 0.23% of the portfolio, ranked #38.

Cypress Financial Planning first reported a position in TFI in Q2 2022 and has held it in 16 quarters since. 54 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Cypress Financial Planning held 21,002 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $962K as of Q2 2026.
  • Cypress Financial Planning bought 1,868 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $85K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.23% of Cypress Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Cypress Financial Planning first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.