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

Diversify 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 Q3	$530K	Buy	+12,238	New	+$546K	0.01%	894
2026 Q2	–	Sell	-5,454	Closed	-$248K	–	1337
2026 Q1	$248K	Buy	+5,454	New	+$250K	﹤0.01%	1023

Other funds holding TFI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Diversify Wealth Management's TFI Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026: 12,238 shares worth $530K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in TFI as recently as Q1 2026.

Diversify Wealth Management first reported a position in TFI in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Diversify Wealth Management held 12,238 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $530K as of Q3 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Diversify Wealth Management position in Q3 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #894 holding.
Diversify Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.