Hazlett, Burt & Watson’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-16,739	Closed	-$767K	–	938
2026 Q2	$767K	Hold	16,739	–	–	0.2%	120
2026 Q1	$759K	Hold	16,739	–	–	0.24%	102
2025 Q4	$765K	Hold	16,739	–	–	0.24%	94
2025 Q3	$763K	Hold	16,739	–	–	0.27%	86
2025 Q2	$748K	Hold	16,739	–	–	0.31%	74
2025 Q1	$754K	Hold	16,739	–	–	0.34%	69
2024 Q4	$764K	Hold	16,739	–	–	0.34%	70
2024 Q3	$784K	Buy	+16,739	New	+$776K	0.36%	65

Other funds holding TFI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Hazlett, Burt & Watson's TFI Position: Q3 2026 in Review

Hazlett, Burt & Watson sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026, closing a stake of 16,739 shares — an estimated $767K sold.

Hazlett, Burt & Watson first reported a position in TFI in Q3 2024 and held it in 8 quarters. The position peaked at $784K in Q3 2024. 199 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Hazlett, Burt & Watson reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 16,739 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $767K.
Hazlett, Burt & Watson first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2024 and held it in 8 quarters.
Hazlett, Burt & Watson's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $784K in Q3 2024.
199 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.