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

Gateway Wealth Partners’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	$476K	Sell	10,393 -2,140	-17%	-$97.4K	0.03%	477
2026 Q1	$568K	Buy	+12,533	New	+$575K	0.02%	532
2023 Q4	–	Sell	-15,325	Closed	-$670K	–	275
2023 Q3	$670K	Sell	15,325 -6,482	-30%	-$295K	0.12%	107
2023 Q2	$1.01M	Sell	21,807 -2,277	-9%	-$105K	0.18%	82
2023 Q1	$1.13M	Sell	24,084 -5,178	-18%	-$240K	0.17%	72
2022 Q4	$1.33M	Buy	+29,262	New	+$1.31M	0.23%	57

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

Gateway Wealth Partners's TFI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 17% in Q2 2026, selling an estimated $97.4K and leaving 10,393 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #477.

Gateway Wealth Partners first reported a position in TFI in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2022. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Gateway Wealth Partners held 10,393 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $476K as of Q2 2026.
Gateway Wealth Partners sold 2,140 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $97.4K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #477 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 6 quarters since.
Gateway Wealth Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.33M 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.