Envestnet Portfolio Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Envestnet Portfolio Solutions’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	$1.78M	Buy	38,892 +10,041	+35%	+$457K	0.01%	520
2026 Q1	$1.31M	Sell	28,851 -13,850	-32%	-$636K	0.01%	555
2025 Q4	$1.95M	Buy	42,701 +15,052	+54%	+$688K	0.01%	556
2025 Q3	$1.26M	Sell	27,649 -2,150	-7%	-$96.3K	﹤0.01%	670
2025 Q2	$1.33M	Sell	29,799 -13,202	-31%	-$587K	﹤0.01%	694
2025 Q1	$1.94M	Sell	43,001 -199,831	-82%	-$9.11M	0.01%	593
2024 Q4	$11.1M	Buy	242,832 +111,862	+85%	+$5.16M	0.04%	226
2024 Q3	$6.13M	Buy	130,970 +38,456	+42%	+$1.78M	0.02%	344
2024 Q2	$4.23M	Buy	92,514 +17,741	+24%	+$812K	0.01%	409
2024 Q1	$3.48M	Sell	74,773 -14,164	-16%	-$662K	0.01%	478
2023 Q4	$4.18M	Buy	88,937 +29,157	+49%	+$1.31M	0.02%	377
2023 Q3	$2.61M	Buy	+59,780	New	+$2.72M	0.01%	473

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

Envestnet Portfolio Solutions's TFI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 35% in Q2 2026, buying an estimated $457K and bringing the position to 38,892 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #520.

Envestnet Portfolio Solutions first reported a position in TFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2024. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Envestnet Portfolio Solutions held 38,892 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.78M as of Q2 2026.
Envestnet Portfolio Solutions bought 10,041 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $457K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #520 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11.1M in Q4 2024.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.