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

Forvis Mazars 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	$452K	Sell	9,870 -142	-1%	-$6.46K	0.01%	324
2026 Q1	$454K	Hold	10,012	–	–	0.01%	298
2025 Q4	$458K	Sell	10,012 -305	-3%	-$13.9K	0.01%	298
2025 Q3	$470K	Sell	10,317 -1,983	-16%	-$88.8K	0.01%	295
2025 Q2	$549K	Sell	12,300 -625	-5%	-$27.8K	0.01%	269
2025 Q1	$583K	Sell	12,925 -5,194	-29%	-$237K	0.01%	260
2024 Q4	$827K	Sell	18,119 -1,817	-9%	-$83.8K	0.02%	246
2024 Q3	$934K	Buy	19,936 +97	+0.5%	+$4.5K	0.02%	236
2024 Q2	$908K	Sell	19,839 -11,499	-37%	-$527K	0.02%	219
2024 Q1	$1.46M	Sell	31,338 -83,639	-73%	-$3.91M	0.04%	188
2023 Q4	$5.4M	Buy	114,977 +496	+0.4%	+$22.2K	0.15%	79
2023 Q3	$5M	Buy	114,481 +1,114	+1%	+$50.6K	0.15%	82
2023 Q2	$5.23M	Sell	113,367 -3,923	-3%	-$182K	0.15%	93
2023 Q1	$5.49M	Sell	117,290 -25,799	-18%	-$1.2M	0.18%	77
2022 Q4	$6.53M	Buy	143,089 +1,852	+1%	+$83.2K	0.23%	68
2022 Q3	$6.21M	Buy	141,237 +119,222	+542%	+$5.48M	0.25%	63
2022 Q2	$1.01M	Buy	+22,015	New	+$1.02M	0.04%	185
2021 Q3	–	Sell	-11,490	Closed	-$599K	–	277
2021 Q2	$599K	Hold	11,490	–	–	0.03%	159
2021 Q1	$594K	Hold	11,490	–	–	0.03%	161
2020 Q4	$603K	Hold	11,490	–	–	0.03%	200
2020 Q3	$597K	Sell	11,490 -3,240	-22%	-$169K	0.03%	185
2020 Q2	$761K	Sell	14,730 -540	-4%	-$27.5K	0.05%	151
2020 Q1	$764K	Hold	15,270	–	–	0.06%	132
2019 Q4	$772K	Hold	15,270	–	–	0.06%	140
2019 Q3	$774K	Hold	15,270	–	–	0.06%	123
2019 Q2	$766K	Hold	15,270	–	–	0.06%	124
2019 Q1	$753K	Sell	15,270 -39,577	-72%	-$1.92M	0.06%	124
2018 Q4	$2.64M	Buy	+54,847	New	+$2.6M	0.27%	48
2016 Q2	–	Sell	-4,627	Closed	-$228K	–	197
2016 Q1	$228K	Sell	4,627 -752	-14%	-$37K	0.04%	166
2015 Q4	$262K	Hold	5,379	–	–	0.04%	155
2015 Q3	$259K	Hold	5,379	–	–	0.05%	152
2015 Q2	$255K	Sell	5,379 -532	-9%	-$25.4K	0.04%	154
2015 Q1	$286K	Buy	+5,911	New	+$287K	0.04%	151

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

Forvis Mazars Wealth Advisors's TFI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.4% in Q2 2026, selling an estimated $6.46K and leaving 9,870 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #324.

Forvis Mazars Wealth Advisors first reported a position in TFI in Q1 2015 and has held it in 33 quarters since. The position peaked at $6.53M in Q4 2022. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Forvis Mazars Wealth Advisors held 9,870 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $452K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 142 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $6.46K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #324 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2015 and has held it in 33 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6.53M in Q4 2022.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.