EverSource Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

EverSource Wealth Advisors’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	$304K	Hold	6,636	–	–	0.01%	794
2026 Q1	$301K	Hold	6,636	–	–	0.01%	844
2025 Q4	$303K	Hold	6,636	–	–	0.01%	752
2025 Q3	$302K	Hold	6,636	–	–	0.01%	727
2025 Q2	$296K	Hold	6,636	–	–	0.01%	674
2025 Q1	$299K	Buy	+6,636	New	+$303K	0.02%	530
2023 Q3	–	Sell	-1,016	Closed	-$46.2K	–	2654
2023 Q2	$46.9K	Buy	1,016 +236	+30%	+$10.9K	0.01%	860
2023 Q1	$36.5K	Hold	780	–	–	﹤0.01%	895
2022 Q4	$35.6K	Sell	780 -1,425	-65%	-$64K	0.01%	887
2022 Q3	$97K	Buy	2,205 +2,127	+2,727%	+$97.8K	0.02%	438
2022 Q2	$4K	Buy	78 +25	+47%	+$1.16K	﹤0.01%	1349
2022 Q1	$3K	Buy	+53	New	+$2.64K	﹤0.01%	1457

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

EverSource Wealth Advisors's TFI Position: Q2 2026 in Review

EverSource Wealth Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 6,636 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #794.

EverSource Wealth Advisors first reported a position in TFI in Q1 2022 and has held it in 12 quarters since. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

EverSource Wealth Advisors held 6,636 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $304K as of Q2 2026.
EverSource Wealth Advisors 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 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #794 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and has held it in 12 quarters since.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.