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

Dynasty 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	$15.4M	Buy	335,216 +49,039	+17%	+$2.23M	0.11%	61
2026 Q1	$13M	Buy	286,177 +84,580	+42%	+$3.88M	0.11%	60
2025 Q4	$9.21M	Buy	+201,597	New	+$9.22M	0.09%	69

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

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

Dynasty Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 17% in Q2 2026, buying an estimated $2.23M and bringing the position to 335,216 shares worth $15.4M. The position accounts for 0.11% of the portfolio, ranked #61.

Dynasty Wealth Management first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Dynasty Wealth Management held 335,216 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $15.4M as of Q2 2026.
Dynasty Wealth Management bought 49,039 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $2.23M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.11% of Dynasty Wealth Management's portfolio in Q2 2026, its #61 holding.
Dynasty Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.