Financial Life Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Financial Life 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	$820K	Hold	17,905	–	–	0.23%	35
2026 Q1	$812K	Hold	17,905	–	–	0.25%	32
2025 Q4	$818K	Hold	17,905	–	–	0.25%	31
2025 Q3	$816K	Hold	17,905	–	–	0.26%	32
2025 Q2	$800K	Sell	17,905 -2,585	-13%	-$115K	0.27%	32
2025 Q1	$923K	Sell	20,490 -6,762	-25%	-$308K	0.34%	29
2024 Q4	$1.24M	Sell	27,252 -369	-1%	-$17K	0.47%	24
2024 Q3	$1.29M	Hold	27,621	–	–	0.49%	24
2024 Q2	$1.26M	Hold	27,621	–	–	0.51%	24
2024 Q1	$1.28M	Sell	27,621 -1,766	-6%	-$82.5K	0.54%	23
2023 Q4	$1.38M	Buy	+29,387	New	+$1.32M	0.59%	28

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

Financial Life Advisors's TFI Position: Q2 2026 in Review

Financial Life Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 17,905 shares worth $820K. The position accounts for 0.23% of the portfolio, ranked #35.

Financial Life Advisors first reported a position in TFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2023. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Financial Life Advisors held 17,905 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $820K as of Q2 2026.
Financial Life 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 0.23% of Financial Life Advisors's portfolio in Q2 2026, its #35 holding.
Financial Life Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Life Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.38M in Q4 2023.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.