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

HHM 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	$2.88M	Sell	62,805 -12,289	-16%	-$559K	0.29%	29
2026 Q1	$3.4M	Buy	75,094 +3,715	+5%	+$170K	0.39%	23
2025 Q4	$3.26M	Sell	71,379 -16,585	-19%	-$758K	0.38%	22
2025 Q3	$4.01M	Buy	87,964 +205	+0.2%	+$9.18K	0.46%	21
2025 Q2	$3.92M	Buy	87,759 +9,778	+13%	+$434K	0.47%	20
2025 Q1	$3.51M	Buy	77,981 +5,986	+8%	+$273K	0.47%	19
2024 Q4	$3.28M	Buy	71,995 +11,346	+19%	+$523K	0.45%	20
2024 Q3	$2.84M	Sell	60,649 -625	-1%	-$29K	0.4%	20
2024 Q2	$2.8M	Sell	61,274 -5,630	-8%	-$258K	0.42%	19
2024 Q1	$3.11M	Buy	66,904 +1,083	+2%	+$50.6K	0.51%	17
2023 Q4	$3.09M	Buy	65,821 +4,956	+8%	+$222K	0.54%	16
2023 Q3	$2.66M	Sell	60,865 -3,487	-5%	-$158K	0.52%	18
2023 Q2	$2.97M	Sell	64,352 -6,981	-10%	-$323K	0.56%	18
2023 Q1	$3.34M	Sell	71,333 -3,319	-4%	-$154K	0.68%	16
2022 Q4	$3.41M	Buy	74,652 +22,426	+43%	+$1.01M	0.78%	17
2022 Q3	$2.3M	Sell	52,226 -12,455	-19%	-$573K	0.6%	19
2022 Q2	$2.97M	Buy	64,681 +9,454	+17%	+$437K	0.76%	16
2022 Q1	$2.64M	Sell	55,227 -2,894	-5%	-$144K	0.62%	21
2021 Q4	$3.01M	Buy	58,121 +651	+1%	+$33.6K	0.73%	17
2021 Q3	$2.96M	Buy	57,470 +2,427	+4%	+$127K	0.81%	16
2021 Q2	$2.87M	Buy	55,043 +1,087	+2%	+$56.6K	0.78%	17
2021 Q1	$2.79M	Buy	53,956 +6,174	+13%	+$321K	0.86%	16
2020 Q4	$2.51M	Buy	47,782 +8,880	+23%	+$462K	0.86%	16
2020 Q3	$2.02M	Buy	38,902 +11,942	+44%	+$623K	0.81%	17
2020 Q2	$1.39M	Buy	26,960 +5,070	+23%	+$258K	0.58%	19
2020 Q1	$1.09M	Buy	21,890 +4,460	+26%	+$227K	0.53%	20
2019 Q4	$856K	Buy	17,430 +9,470	+119%	+$479K	0.41%	27
2019 Q3	$403K	Sell	7,960 -1,545	-16%	-$78.4K	0.23%	47
2019 Q2	$477K	Buy	9,505 +2,790	+42%	+$139K	0.28%	35
2019 Q1	$331K	Buy	6,715 +930	+16%	+$45.1K	0.21%	43
2018 Q4	$278K	Buy	+5,785	New	+$274K	0.2%	41

Other funds holding TFI

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors's TFI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 16% in Q2 2026, selling an estimated $559K and leaving 62,805 shares worth $2.88M. The position accounts for 0.29% of the portfolio, ranked #29.

HHM Wealth Advisors first reported a position in TFI in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.01M in Q3 2025. 54 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

HHM Wealth Advisors held 62,805 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.88M as of Q2 2026.
HHM Wealth Advisors sold 12,289 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $559K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.29% of HHM Wealth Advisors's portfolio in Q2 2026, its #29 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.01M in Q3 2025.
54 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.