Focus Partners Advisor Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Focus Partners Advisor 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	$806K	Sell	17,603 -1,131	-6%	-$51.5K	0.01%	644
2026 Q1	$849K	Buy	+18,734	New	+$860K	0.01%	607
2025 Q4	–	Sell	-16,137	Closed	-$735K	–	1253
2025 Q3	$735K	Buy	16,137 +1,014	+7%	+$45.4K	0.01%	629
2025 Q2	$676K	Buy	15,123 +2,194	+17%	+$97.5K	0.01%	574
2025 Q1	$583K	Sell	12,929 -4,196	-25%	-$191K	0.01%	542
2024 Q4	$781K	Buy	+17,125	New	+$790K	0.01%	380

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

Focus Partners Advisor Solutions's TFI Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 6% in Q2 2026, selling an estimated $51.5K and leaving 17,603 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #644.

Focus Partners Advisor Solutions first reported a position in TFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q1 2026. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Focus Partners Advisor Solutions held 17,603 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $806K as of Q2 2026.
Focus Partners Advisor Solutions sold 1,131 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $51.5K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #644 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $849K in Q1 2026.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.