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

FOCUS 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 		$1.06M Buy
23,220
+51
+0.2% +$2.32K 0.49% 41
2026
Q1 		$1.05M Sell
23,169
-566
-2% -$26K 0.51% 39
2025
Q4 		$1.08M Buy
23,735
+1,163
+5% +$53.2K 0.5% 39
2025
Q3 		$1.03M Buy
22,572
+1,509
+7% +$67.6K 0.49% 39
2025
Q2 		$941K Buy
21,063
+535
+3% +$23.8K 0.49% 37
2025
Q1 		$925K Buy
20,528
+2,121
+12% +$96.7K 0.51% 38
2024
Q4 		$840K Sell
18,407
-978
-5% -$45.1K 0.45% 39
2024
Q3 		$908K Hold
19,385
– – 0.45% 39
2024
Q2 		$887K Buy
19,385
+695
+4% +$31.8K 0.46% 39
2024
Q1 		$869K Buy
18,690
+8,302
+80% +$388K 0.47% 39
2023
Q4 		$488K Sell
10,388
-897
-8% -$40.2K 0.31% 43
2023
Q3 		$493K Sell
11,285
-65
-0.6% -$2.95K 0.34% 45
2023
Q2 		$524K Sell
11,350
-35
-0.3% -$1.62K 0.35% 42
2023
Q1 		$533K Sell
11,385
-90
-0.8% -$4.17K 0.35% 41
2022
Q4 		$523K Sell
11,475
-75
-0.6% -$3.37K 0.36% 38
2022
Q3 		$508K Hold
11,550
– – 0.36% 38
2022
Q2 		$530K Buy
11,550
+340
+3% +$15.7K 0.36% 36
2022
Q1 		$537K Buy
11,210
+150
+1% +$7.48K 0.32% 37
2021
Q4 		$572K Buy
11,060
+1,125
+11% +$58K 0.34% 35
2021
Q3 		$512K Buy
9,935
+225
+2% +$11.7K 0.35% 36
2021
Q2 		$506K Sell
9,710
-562
-5% -$29.2K 0.35% 37
2021
Q1 		$531K Hold
10,272
– – 0.39% 36
2020
Q4 		$539K Buy
+10,272
New +$535K 0.42% 35

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 22.96% 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 Wealth Advisors's TFI Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.22% in Q2 2026, buying an estimated $2.32K and bringing the position to 23,220 shares worth $1.06M. The position accounts for 0.49% of the portfolio, ranked #41.

FOCUS Wealth Advisors first reported a position in TFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2025. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • FOCUS Wealth Advisors held 23,220 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.06M as of Q2 2026.
  • FOCUS Wealth Advisors bought 51 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $2.32K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.49% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • FOCUS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.08M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.