Focus Partners Wealth
TFI icon

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

Focus Partners Wealth’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 		$425K Buy
9,282
+1,470
+19% +$66.9K ﹤0.01% 2056
2026
Q1 		$347K Sell
7,812
-1,008
-11% -$46.3K ﹤0.01% 2112
2025
Q4 		$403K Sell
8,820
-108
-1% -$4.94K ﹤0.01% 2047
2025
Q3 		$407K Buy
8,928
+236
+3% +$10.6K ﹤0.01% 1694
2025
Q2 		$388K Buy
8,692
+367
+4% +$16.3K ﹤0.01% 1560
2025
Q1 		$375K Sell
8,325
-512
-6% -$23.3K ﹤0.01% 1475
2024
Q4 		$403K Sell
8,837
-3,587
-29% -$165K ﹤0.01% 1419
2024
Q3 		$582K Sell
12,424
-47
-0.4% -$2.18K ﹤0.01% 1099
2024
Q2 		$571K Sell
12,471
-715
-5% -$32.7K ﹤0.01% 915
2024
Q1 		$613K Sell
13,186
-1,624
-11% -$75.8K 0.01% 686
2023
Q4 		$696K Buy
+14,810
New +$664K 0.01% 517

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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 Wealth's TFI Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 19% in Q2 2026, buying an estimated $66.9K and bringing the position to 9,282 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Focus Partners Wealth first reported a position in TFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $696K in Q4 2023. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Focus Partners Wealth held 9,282 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $425K as of Q2 2026.
  • Focus Partners Wealth bought 1,470 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $66.9K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2056 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $696K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.