Fourth Dimension Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Fourth Dimension 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	$3.01M	Sell	65,728 -42,117	-39%	-$1.92M	0.95%	28
2026 Q1	$4.89M	Buy	107,845 +2,348	+2%	+$108K	1.85%	14
2025 Q4	$4.82M	Buy	105,497 +13,373	+15%	+$611K	1.76%	16
2025 Q3	$4.2M	Sell	92,124 -874	-0.9%	-$39.2K	1.6%	17
2025 Q2	$4.15M	Buy	92,998 +1,347	+1%	+$59.8K	1.75%	16
2025 Q1	$4.13M	Buy	91,651 +15,798	+21%	+$720K	2%	14
2024 Q4	$3.46M	Buy	+75,853	New	+$3.5M	1.81%	16

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

Fourth Dimension Wealth's TFI Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 39% in Q2 2026, selling an estimated $1.92M and leaving 65,728 shares worth $3.01M. The position accounts for 0.95% of the portfolio, ranked #28.

Fourth Dimension Wealth first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89M in Q1 2026. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Fourth Dimension Wealth held 65,728 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.01M as of Q2 2026.
Fourth Dimension Wealth sold 42,117 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.92M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.95% of Fourth Dimension Wealth's portfolio in Q2 2026, its #28 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.89M 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.