HB Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

HB Wealth Management’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 Q1	–	Sell	-5,380	Closed	-$246K	–	1594
2025 Q4	$246K	Sell	5,380 -693	-11%	-$31.7K	﹤0.01%	1242
2025 Q3	$277K	Buy	+6,073	New	+$272K	﹤0.01%	1112
2025 Q2	–	Sell	-13,580	Closed	-$612K	–	1293
2025 Q1	$612K	Buy	13,580 +572	+4%	+$26.1K	0.01%	702
2024 Q4	$593K	Hold	13,008	–	–	0.01%	563
2024 Q3	$609K	Buy	+13,008	New	+$603K	0.01%	521
2022 Q2	–	Sell	-15,188	Closed	-$727K	–	623
2022 Q1	$727K	Buy	+15,188	New	+$757K	0.01%	302

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

HB Wealth Management's TFI Position: Q1 2026 in Review

HB Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 5,380 shares — an estimated $246K sold.

HB Wealth Management first reported a position in TFI in Q1 2022 and held it in 6 quarters. The position peaked at $727K in Q1 2022. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

HB Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
HB Wealth Management sold 5,380 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $246K.
HB Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 6 quarters.
HB Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $727K in Q1 2022.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.